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DUTMX vs SBIFX
DUTMX vs SBIFX Comparison
Open Charts DUTMX vs SBIFX
Dupree Taxable Municipal Bond
Price$7.30
Change-$0.02 (-0.27%)
VolumeN/A
Net Assets3.36M
DUTMX vs SBIFX Comparison Chart in %
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DUTMX vs. SBIFX commentary
Jun 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DUTMX is a Hold and SBIFX is a Hold.
FUNDAMENTALS
Fundamentals
SBIFX has more cash in the bank: 11.8M vs. DUTMX (3.36M). DUTMX pays higher dividends than SBIFX: DUTMX (4.70) vs SBIFX (3.44). DUTMX was incepted earlier than SBIFX: DUTMX (15 years) vs SBIFX (32 years). DUTMX (1.28) is less costly to investors than SBIFX (0.85). DUTMX is a more actively managed with annual turnover of: 12.53 vs. SBIFX (4.00). DUTMX has a lower initial minimum investment than SBIFX: DUTMX (500) vs SBIFX (1000). SBIFX annual gain was more profitable for investors over the last year : 4.17 vs. DUTMX (2.86). SBIFX return over 5 years is better than : -9.98 vs. DUTMX (-14.56).
| DUTMX | SBIFX | DUTMX / SBIFX | |
| Total Expense Ratio | 1.28 | 0.65 | 197% |
| Annual Report Gross Expense Ratio | 1.28 | 0.85 | 151% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 1.978 | 3.140 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36M | 11.8M | 28% |
| Annual Yield % from dividends | 4.70 | 3.44 | 137% |
| Returns for 1 year | 2.86 | 4.17 | 69% |
| Returns for 3 years | 5.19 | 6.26 | 83% |
| Returns for 5 years | -14.56 | -9.98 | 146% |
| Returns for 10 years | 7.63 | 13.55 | 56% |
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