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DUTMX vs SBIFX
DUTMX vs SBIFX Comparison
Open Charts DUTMX vs SBIFX
Dupree Taxable Municipal Bond
Price$7.37
Change+$0.07 (+0.96%)
VolumeN/A
Net Assets3.36M
DUTMX vs SBIFX Comparison Chart in %
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DUTMX vs. SBIFX commentary
Aug 03, 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 (3.37M). DUTMX pays higher dividends than SBIFX: DUTMX (4.68) vs SBIFX (3.50). 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 : 2.15 vs. DUTMX (1.83). SBIFX return over 5 years is better than : -12.15 vs. DUTMX (-14.15).
| 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 | 3.755 | 3.773 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.37M | 11.8M | 29% |
| Annual Yield % from dividends | 4.68 | 3.50 | 134% |
| Returns for 1 year | 1.83 | 2.15 | 85% |
| Returns for 3 years | 3.32 | 2.35 | 142% |
| Returns for 5 years | -14.15 | -12.15 | 116% |
| Returns for 10 years | 7.63 | 13.49 | 57% |
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