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 a closer substitute for your current allocation.
Cheapest Alternatives to DUALX
DUALX charges 0.70% annually. There are 294 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 | DUALX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DUALX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DUALX vs NMTRX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DUALX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DUALX vs FSMUX |
Best Risk-Adjusted Alternatives to DUALX
DUALX has a PortfoliosLab risk / return rank of 85. There are 122 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 Selective State Municipal Bond Port... | 100 | — | Apr 2022 | DUALX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | DUALX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | DUALX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | DUALX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | DUALX vs TFCYX |
Top Performing DUALX Alternatives (YTD)
DUALX is at 2.29% YTD. There are 92 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 10.89% | — | Nov 2002 | DUALX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 10.46% | — | Apr 1998 | DUALX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 9.15% | — | Oct 1992 | DUALX vs MIY | |
| BlackRock MuniHoldings California Quality Fund | 7.14% | — | Feb 1998 | DUALX vs MUC | |
| AllianceBernstein National Municipal Income Fund | 7.14% | — | Nov 2001 | DUALX vs AFB |
Lowest Volatility Alternatives to DUALX
DUALX has 3.45% 1-year volatility. There are 424 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | DUALX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | DUALX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | DUALX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | DUALX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DUALX vs USMTX |
Lowest Drawdown Alternatives to DUALX
DUALX has a 1-year max drawdown of -3.10%. There are 366 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 | DUALX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DUALX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DUALX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DUALX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | DUALX vs DFSMX |
Other Mutual Funds from Dupree
The 6 most viewed Dupree mutual funds shown here include DUTMX, NTFIX, DUMSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 21 | 0.30% | — | Nov 2010 | DUALX vs DUTMX | |
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 89 | 2.02% | — | Nov 1995 | DUALX vs NTFIX | |
| Dupree Mississippi Tax-Free Income Series | Municipal Bonds | 96 | 3.00% | — | Dec 1999 | DUALX vs DUMSX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 85 | 1.75% | — | Jul 1979 | DUALX vs KYTFX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 32 | -0.01% | — | Jul 1992 | DUALX vs DPIGX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 94 | 3.23% | — | Dec 1993 | DUALX vs TNTIX |
Often Compared With DUALX
Investors most often compare DUALX with FGNSX, DMREX, APUSX. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DUALX with Any Fund or Stock
Compare DUALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DUALX with funds that move differently
Dupree Alabama Tax Free Income Series Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DUALX.
Explore DUALX Diversifiers