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 296 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 | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DUALX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DUALX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DUALX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | DUALX vs FMBIX |
Best Risk-Adjusted Alternatives to DUALX
DUALX has a PortfoliosLab risk / return rank of 69. There are 248 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 NY Municipal Bond Portfolio | 99 | — | Jun 2015 | DUALX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | DUALX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | DUALX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | DUALX vs ATOIX |
Top Performing DUALX Alternatives (YTD)
DUALX is at 1.58% YTD. There are 224 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | DUALX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | DUALX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | DUALX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | DUALX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | DUALX vs MIY |
Lowest Volatility Alternatives to DUALX
DUALX has 3.42% 1-year volatility. There are 424 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | DUALX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DUALX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DUALX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | DUALX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | DUALX vs DFSMX |
Lowest Drawdown Alternatives to DUALX
DUALX has a 1-year max drawdown of -3.10%. There are 372 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 | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DUALX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DUALX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DUALX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | DUALX vs APUSX |
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 | 19 | 0.88% | — | Nov 2010 | DUALX vs DUTMX | |
| Dupree North Carolina Tax-Free Income Series | Municipal Bonds | 78 | 1.42% | — | Nov 1995 | DUALX vs NTFIX | |
| Dupree Mississippi Tax-Free Income Series | Municipal Bonds | 91 | 2.07% | — | Dec 1999 | DUALX vs DUMSX | |
| Dupree Intermediate Government Bond Series | Government Bonds | 26 | 0.04% | — | Jul 1992 | DUALX vs DPIGX | |
| Dupree Kentucky Tax Free Income Series Fund | Municipal Bonds | 73 | 1.22% | — | Jul 1979 | DUALX vs KYTFX | |
| Dupree Tennessee Tax Free Income Series Fund | Municipal Bonds | 85 | 2.36% | — | Dec 1993 | DUALX vs TNTIX |
Often Compared With DUALX
Investors most often compare DUALX with FGNSX, DMREX, DCARX. These 12 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