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FOTAX vs KYTFX
FOTAX vs KYTFX Comparison
Open Charts FOTAX vs KYTFX
Nuveen Oregon Intermediate Muni Bd A
Price$9.55
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets182.91M
Dupree KY Tax-Free Income
Price$6.96
Change-$0.02 (-0.29%)
VolumeN/A
Net Assets717.07M
FOTAX vs KYTFX Comparison Chart
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FOTAX vs. KYTFX commentary
May 24, 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 FOTAX is a Hold and KYTFX is a Hold.
FUNDAMENTALS
Fundamentals
KYTFX has more cash in the bank: 717M vs. FOTAX (183M). KYTFX (2.93) and FOTAX (2.79) have matching dividends . FOTAX was incepted earlier than KYTFX: FOTAX (26 years) vs KYTFX (46 years). FOTAX (0.83) is less costly to investors than KYTFX (0.62). FOTAX is a more actively managed with annual turnover of: 20.00 vs. KYTFX (14.50). KYTFX has a lower initial minimum investment than FOTAX: KYTFX (500) vs FOTAX (2500). FOTAX annual gain was more profitable for investors over the last year : 1.41 vs. KYTFX (-0.11). KYTFX return over 5 years is better than : 0.79 vs. FOTAX (0.49).
| FOTAX | KYTFX | FOTAX / KYTFX | |
| Total Expense Ratio | 0.79 | 0.62 | 127% |
| Annual Report Gross Expense Ratio | 0.83 | 0.62 | 134% |
| Fund Existence | 26 years | 46 years | - |
| Gain YTD | -0.504 | -1.964 | 26% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 500 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 717M | 26% |
| Annual Yield % from dividends | 2.79 | 2.93 | 95% |
| Returns for 1 year | 1.41 | -0.11 | -1,332% |
| Returns for 3 years | 6.70 | 5.29 | 127% |
| Returns for 5 years | 0.49 | 0.79 | 62% |
| Returns for 10 years | 15.91 | 17.39 | 91% |
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