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AFTEX vs PTIMX
AFTEX vs PTIMX Comparison
Open Charts AFTEX vs PTIMX
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.
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).
| 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 | -2.018 | -1.116 | 181% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 676M | 3,417% |
| Annual Yield % from dividends | 3.06 | 3.89 | 79% |
| Returns for 1 year | -1.56 | 0.23 | -682% |
| Returns for 3 years | -0.06 | -2.17 | 3% |
| Returns for 5 years | -8.03 | -0.19 | 4,293% |
| Returns for 10 years | -2.89 | 19.94 | -14% |
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