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KYTFX vs OWVAX
KYTFX vs OWVAX Comparison
Open Charts KYTFX vs OWVAX
Dupree KY Tax-Free Income
Price$7.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets707.32M
Sterling Capital WV Interm Tax-Free I
Price$9.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets49.69M
KYTFX vs OWVAX Comparison Chart in %
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KYTFX vs. OWVAX commentary
Dec 02, 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 KYTFX is a Hold and OWVAX is a Hold.
FUNDAMENTALS
Fundamentals
KYTFX has more cash in the bank: 707M vs. OWVAX (49.7M). KYTFX (3.02) and OWVAX (2.88) have matching dividends . KYTFX was incepted earlier than OWVAX: KYTFX (46 years) vs OWVAX (32 years). OWVAX (0.63) and KYTFX (0.62) have similar cost to investors . OWVAX is a more actively managed with annual turnover of: 25.08 vs. KYTFX (18.92). KYTFX has a lower initial minimum investment than OWVAX: KYTFX (500) vs OWVAX (1000000). OWVAX annual gain was more profitable for investors over the last year : 3.64 vs. KYTFX (2.54). OWVAX return over 5 years is better than : 4.18 vs. KYTFX (3.33).
| KYTFX | OWVAX | KYTFX / OWVAX | |
| Total Expense Ratio | 0.62 | 0.63 | 98% |
| Annual Report Gross Expense Ratio | 0.62 | 0.63 | 98% |
| Fund Existence | 46 years | 32 years | - |
| Gain YTD | 3.618 | 4.239 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 49.7M | 1,423% |
| Annual Yield % from dividends | 3.02 | 2.88 | 105% |
| Returns for 1 year | 2.54 | 3.64 | 70% |
| Returns for 3 years | 10.67 | 10.04 | 106% |
| Returns for 5 years | 3.33 | 4.18 | 80% |
| Returns for 10 years | 20.83 | 18.51 | 113% |
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