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AFTEX vs GWMTX
AFTEX vs GWMTX Comparison
Open Charts AFTEX vs GWMTX
American Funds Tax-Exempt Bond A
Price$12.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.53B
AMG GW&K Municipal Bond N
Price$11.07
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets933.19M
AFTEX vs GWMTX Comparison Chart
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AFTEX vs. GWMTX commentary
May 11, 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 AFTEX is a Hold and GWMTX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.5B vs. GWMTX (933M). AFTEX pays higher dividends than GWMTX: AFTEX (3.03) vs GWMTX (2.45). AFTEX was incepted earlier than GWMTX: AFTEX (46 years) vs GWMTX (16 years). GWMTX (0.79) is less costly to investors than AFTEX (0.54). GWMTX is a more actively managed with annual turnover of: 36.00 vs. AFTEX (33.00). AFTEX has a lower initial minimum investment than GWMTX: AFTEX (250) vs GWMTX (2000). GWMTX annual gain was more profitable for investors over the last year : 0.17 vs. AFTEX (-1.24). GWMTX return over 5 years is better than : -1.06 vs. AFTEX (-4.81).
| AFTEX | GWMTX | AFTEX / GWMTX | |
| Total Expense Ratio | 0.54 | 0.72 | 75% |
| Annual Report Gross Expense Ratio | 0.54 | 0.79 | 68% |
| Fund Existence | 46 years | 16 years | - |
| Gain YTD | -1.856 | -0.684 | 271% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 933M | 2,519% |
| Annual Yield % from dividends | 3.03 | 2.45 | 124% |
| Returns for 1 year | -1.24 | 0.17 | -743% |
| Returns for 3 years | 0.43 | 6.52 | 7% |
| Returns for 5 years | -4.81 | -1.06 | 452% |
| Returns for 10 years | -3.18 | 9.61 | -33% |
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