AFTEX
Price
$12.14
Change
-$0.01 (-0.08%)
Updated
Jul 3 closing price
Net Assets
23.09B
PTIMX
Price
$22.10
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
676.28M
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AFTEX vs PTIMX

Header iconAFTEX vs PTIMX Comparison
Open Charts AFTEX vs PTIMXBanner chart's image
American Funds Tax-Exempt Bond A
Price$12.14
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets23.09B
Performance Trust Municipal Bond Instl
Price$22.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets676.28M
AFTEX vs PTIMX Comparison Chart in %
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AFTEX vs. PTIMX commentary
Jul 07, 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 PTIMX is a Hold.

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FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.1B vs. PTIMX (676M). PTIMX pays higher dividends than AFTEX: PTIMX (3.89) vs AFTEX (3.06). AFTEX was incepted earlier than PTIMX: AFTEX (46 years) vs PTIMX (14 years). AFTEX (0.54) is less costly to investors than PTIMX (0.50). PTIMX is a more actively managed with annual turnover of: 59.72 vs. AFTEX (33.00). AFTEX has a lower initial minimum investment than PTIMX: AFTEX (250) vs PTIMX (2500). PTIMX annual gain was more profitable for investors over the last year : 0.23 vs. AFTEX (-1.56). PTIMX return over 5 years is better than : -0.19 vs. AFTEX (-8.03).
AFTEXPTIMXAFTEX / PTIMX
Total Expense Ratio0.540.50108%
Annual Report Gross Expense Ratio0.540.50108%
Fund Existence46 years14 years-
Gain YTD-2.018-1.116181%
Front Load4%N/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B676M3,417%
Annual Yield % from dividends3.063.8979%
Returns for 1 year-1.560.23-682%
Returns for 3 years-0.06-2.173%
Returns for 5 years-8.03-0.194,293%
Returns for 10 years-2.8919.94-14%
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