Interact to see
Advertisement
Advertisement
AFTEX vs PTIMX
AFTEX vs PTIMX Comparison
Open Charts AFTEX vs PTIMX
American Funds Tax-Exempt Bond A
Price$12.17
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets23.02B
Performance Trust Municipal Bond Instl
Price$22.05
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets637.9M
AFTEX vs PTIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFTEX vs. PTIMX commentary
Sep 05, 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: 23B vs. PTIMX (638M). PTIMX pays higher dividends than AFTEX: PTIMX (3.97) vs AFTEX (3.10). 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 : -1.51 vs. AFTEX (-2.58). PTIMX return over 5 years is better than : -1.16 vs. AFTEX (-8.80).
| 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 | -1.776 | -0.898 | 198% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 638M | 3,605% |
| Annual Yield % from dividends | 3.10 | 3.97 | 78% |
| Returns for 1 year | -2.58 | -1.51 | 171% |
| Returns for 3 years | 1.27 | -1.42 | -89% |
| Returns for 5 years | -8.80 | -1.16 | 757% |
| Returns for 10 years | -2.95 | 19.58 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLQS | 44.20 | 0.60 | +1.38% |
| Franklin US Small Cap Mltfctr Idx ETF | |||
| AAPY | 23.79 | 0.17 | +0.70% |
| Kurv Yield Premium Str Apple ETF | |||
| EOS | 24.08 | 0.13 | +0.54% |
| Eaton Vance Enhance Equity Income Fund II | |||
| BUFG | 26.49 | 0.12 | +0.46% |
| FT Vest Buffered Allocation Gr ETF | |||
| BTGD | 38.46 | -1.05 | -2.66% |
| STKd 100% Bitcoin & 100% Gold ETF | |||