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AFTEX vs GWMTX
AFTEX vs GWMTX Comparison
Open Charts AFTEX vs GWMTX
American Funds Tax-Exempt Bond A
Price$12.14
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets23.09B
AMG GW&K Municipal Bond N
Price$11.11
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets929.44M
AFTEX vs GWMTX Comparison Chart in %
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AFTEX vs. GWMTX commentary
Jul 06, 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: 23.1B vs. GWMTX (929M). AFTEX pays higher dividends than GWMTX: AFTEX (3.06) vs GWMTX (2.50). AFTEX was incepted earlier than GWMTX: AFTEX (46 years) vs GWMTX (16 years). GWMTX (0.78) 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 : 1.22 vs. AFTEX (-1.56). GWMTX return over 5 years is better than : -2.98 vs. AFTEX (-8.03).
| AFTEX | GWMTX | AFTEX / GWMTX | |
| Total Expense Ratio | 0.54 | 0.71 | 76% |
| Annual Report Gross Expense Ratio | 0.54 | 0.78 | 69% |
| Fund Existence | 46 years | 16 years | - |
| Gain YTD | -2.018 | 0.119 | -1,695% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 929M | 2,487% |
| Annual Yield % from dividends | 3.06 | 2.50 | 122% |
| Returns for 1 year | -1.56 | 1.22 | -128% |
| Returns for 3 years | -0.06 | 5.73 | -1% |
| Returns for 5 years | -8.03 | -2.98 | 269% |
| Returns for 10 years | -2.89 | 10.45 | -28% |
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