Dupree Alabama Tax Free Income Series Fund (DUALX) Alternatives
Dupree Alabama Tax Free Income Series Fund (DUALX) 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 DUALX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DUALX
DUALX charges 0.70% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among DUALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | DUALX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | DUALX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | DUALX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | DUALX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | DUALX vs FMBIX |
Best Risk-Adjusted Alternatives to DUALX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | DUALX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | DUALX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | DUALX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | DUALX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | DUALX vs USMTX |
Top Performing DUALX Alternatives (YTD)
DUALX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | DUALX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | DUALX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | DUALX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | DUALX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | DUALX vs NQP |
Lowest Volatility Alternatives to DUALX
DUALX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | DUALX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | DUALX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | DUALX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | DUALX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | DUALX vs BATVX |
Lowest Drawdown Alternatives to DUALX
DUALX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | DUALX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | DUALX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | DUALX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | DUALX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | DUALX vs FHMIX |
Other Mutual Funds from Dupree
Most popular Dupree mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 46 | -0.74% | Nov 14, 1995 | DUALX vs NTFIX | |
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 29 | 0.30% | Nov 1, 2010 | DUALX vs DUTMX | |
| Dupree Mississippi Tax-Free Income Series | Municipal Bonds | 67 | -0.48% | Dec 30, 1999 | DUALX vs DUMSX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 41 | -1.11% | Jul 2, 1979 | DUALX vs KYTFX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 89 | -0.39% | Jul 13, 1992 | DUALX vs DPIGX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 57 | -0.38% | Dec 14, 1993 | DUALX vs TNTIX |
Often Compared With DUALX
What investors most often compare with DUALX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | DUALX vs DCARX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | DUALX vs DMREX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | DUALX vs FGNSX |
Compare DUALX with Any Fund or Stock
Compare DUALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.