Delaware Tax Free USA Intermediate Fund (DMUSX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DMUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DMUSX
DMUSX charges 0.71% annually. There are 312 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | DMUSX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DMUSX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DMUSX vs NMTRX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DMUSX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DMUSX vs FSMUX |
Best Risk-Adjusted Alternatives to DMUSX
DMUSX has a PortfoliosLab risk / return rank of 73. There are 304 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | DMUSX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | DMUSX vs ATOIX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | DMUSX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | DMUSX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | DMUSX vs TFCYX |
Top Performing DMUSX Alternatives (YTD)
DMUSX is at 0.57% YTD. There are 261 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 12.38%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 12.38% | — | Apr 1998 | DMUSX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 7.36% | — | Nov 2002 | DMUSX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 7.04% | — | Oct 1992 | DMUSX vs MIY | |
| BlackRock MuniHoldings New Jersey Quality Fund | 4.35% | — | Mar 1998 | DMUSX vs MUJ | |
| AllianceBernstein National Municipal Income Fund | 4.09% | — | Nov 2001 | DMUSX vs AFB |
Lowest Volatility Alternatives to DMUSX
DMUSX has 3.24% 1-year volatility. There are 381 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | DMUSX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | DMUSX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | DMUSX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | DMUSX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | DMUSX vs USMTX |
Lowest Drawdown Alternatives to DMUSX
DMUSX has a 1-year max drawdown of -3.18%. There are 396 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | DMUSX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DMUSX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DMUSX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DMUSX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | DMUSX vs DFSMX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Equities | 87 | 55.62% | — | Jun 1996 | DMUSX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 97 | 22.07% | — | Oct 1993 | DMUSX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -0.96% | — | Jun 2000 | DMUSX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 4 | -2.03% | — | Jun 2000 | DMUSX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 73 | 19.88% | — | Jun 1987 | DMUSX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 60 | 16.12% | — | Dec 1998 | DMUSX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 11 | -1.13% | — | Aug 2003 | DMUSX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 76 | 1.33% | — | Jan 1984 | DMUSX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 35 | 8.39% | — | Sep 1998 | DMUSX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 74 | 1.38% | — | Sep 1986 | DMUSX vs CXHYX |
Often Compared With DMUSX
Investors most often compare DMUSX with DNYMX, NPV, APUSX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.19% | — | Jun 2015 | DMUSX vs DNYMX | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 26 | 2.02% | — | Mar 1993 | DMUSX vs NPV | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 23 | 0.90% | — | Dec 2017 | DMUSX vs APUSX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 87 | 19.54% | — | Aug 1992 | DMUSX vs FIUSX | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 60 | 3.53% | — | Feb 1998 | DMUSX vs MUC | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 90 | 1.18% | — | Jun 2012 | DMUSX vs FXIEX |
Compare DMUSX with Any Fund or Stock
Compare DMUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DMUSX with funds that move differently
Delaware Tax Free USA Intermediate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DMUSX.
Explore DMUSX Diversifiers