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IKSTX vs KYTFX
IKSTX vs KYTFX Comparison
Open Charts IKSTX vs KYTFX
Carret Kansas Tax Exempt Bond Fund A
Price$9.99
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets117.62M
Dupree KY Tax-Free Income
Price$6.96
Change-$0.02 (-0.29%)
VolumeN/A
Net Assets721.47M
IKSTX vs KYTFX Comparison Chart
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IKSTX vs. KYTFX commentary
May 23, 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 IKSTX is a Hold and KYTFX is a Hold.
FUNDAMENTALS
Fundamentals
KYTFX has more cash in the bank: 721M vs. IKSTX (118M). KYTFX pays higher dividends than IKSTX: KYTFX (2.93) vs IKSTX (1.95). IKSTX was incepted earlier than KYTFX: IKSTX (23 years) vs KYTFX (46 years). IKSTX (0.99) is less costly to investors than KYTFX (0.62). KYTFX is a more actively managed with annual turnover of: 14.50 vs. IKSTX (10.00). KYTFX has a lower initial minimum investment than IKSTX: KYTFX (500) vs IKSTX (5000). IKSTX annual gain was more profitable for investors over the last year : 2.37 vs. KYTFX (0.04). KYTFX return over 5 years is better than : 1.08 vs. IKSTX (-2.02).
| IKSTX | KYTFX | IKSTX / KYTFX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.99 | 0.62 | 160% |
| Fund Existence | 23 years | 46 years | - |
| Gain YTD | 0.062 | -1.682 | -4% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 5000 | 500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 721M | 16% |
| Annual Yield % from dividends | 1.95 | 2.93 | 67% |
| Returns for 1 year | 2.37 | 0.04 | 5,668% |
| Returns for 3 years | 6.15 | 5.74 | 107% |
| Returns for 5 years | -2.02 | 1.08 | -187% |
| Returns for 10 years | 9.35 | 17.73 | 53% |
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