Interact to see
Advertisement
Advertisement
AFTEX vs PTIMX
AFTEX vs PTIMX Comparison
Open Charts AFTEX vs PTIMX
American Funds Tax-Exempt Bond A
Price$12.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.22B
Performance Trust Municipal Bond Instl
Price$21.99
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets686.19M
AFTEX vs PTIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFTEX vs. PTIMX commentary
Jun 17, 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.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.2B vs. PTIMX (686M). PTIMX pays higher dividends than AFTEX: PTIMX (3.87) 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 : -0.59 vs. AFTEX (-2.20). PTIMX return over 5 years is better than : -0.39 vs. AFTEX (-7.88).
| AFTEX | PTIMX | AFTEX / PTIMX | |
| Total Expense Ratio | 0.54 | 0.50 | 108% |
| Annual Report Gross Expense Ratio | 0.54 | 0.50 | 108% |
| Fund Existence | 46 years | 14 years | - |
| Gain YTD | -2.341 | -1.666 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 686M | 3,382% |
| Annual Yield % from dividends | 3.06 | 3.87 | 79% |
| Returns for 1 year | -2.20 | -0.59 | 373% |
| Returns for 3 years | 1.02 | 7.81 | 13% |
| Returns for 5 years | -7.88 | -0.39 | 2,028% |
| Returns for 10 years | -3.36 | 19.17 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers