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DUTMX vs SBIFX
DUTMX vs SBIFX Comparison
Open Charts DUTMX vs SBIFX
Dupree Taxable Municipal Bond
Price$7.32
Change+$0.03 (+0.41%)
VolumeN/A
Net Assets3.45M
DUTMX vs SBIFX Comparison Chart
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DUTMX vs. SBIFX commentary
Apr 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 (3.46M). DUTMX pays higher dividends than SBIFX: DUTMX (4.58) vs SBIFX (3.29). DUTMX was incepted earlier than SBIFX: DUTMX (15 years) vs SBIFX (32 years). DUTMX (1.28) is less costly to investors than SBIFX (0.89). 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 : 6.77 vs. DUTMX (6.28). SBIFX return over 5 years is better than : -9.37 vs. DUTMX (-13.76).
| DUTMX | SBIFX | DUTMX / SBIFX | |
| Total Expense Ratio | 1.28 | 0.65 | 197% |
| Annual Report Gross Expense Ratio | 1.28 | 0.89 | 144% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 1.452 | 2.284 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46M | 11.8M | 29% |
| Annual Yield % from dividends | 4.58 | 3.29 | 139% |
| Returns for 1 year | 6.28 | 6.77 | 93% |
| Returns for 3 years | -3.39 | 2.00 | -169% |
| Returns for 5 years | -13.76 | -9.37 | 147% |
| Returns for 10 years | 5.93 | 11.68 | 51% |