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AFTEX vs PTRMX
AFTEX vs PTRMX Comparison
Open Charts AFTEX vs PTRMX
American Funds Tax-Exempt Bond A
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets23.94B
Performance Trust Municipal Bond A
Price$22.61
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets714.29M
AFTEX vs PTRMX Comparison Chart
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AFTEX vs. PTRMX commentary
Jan 12, 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 PTRMX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.9B vs. PTRMX (714M). PTRMX pays higher dividends than AFTEX: PTRMX (3.51) vs AFTEX (2.79). AFTEX was incepted earlier than PTRMX: AFTEX (45 years) vs PTRMX (12 years). PTRMX is a more actively managed with annual turnover of: 68.24 vs. AFTEX (39.00). AFTEX has a lower initial minimum investment than PTRMX: AFTEX (250) vs PTRMX (1000). PTRMX annual gain was more profitable for investors over the last year : 0.86 vs. AFTEX (-0.90). PTRMX return over 5 years is better than : 0.97 vs. AFTEX (-6.50).
| AFTEX | PTRMX | AFTEX / PTRMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 12 years | - |
| Gain YTD | -0.726 | -0.482 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 714M | 3,347% |
| Annual Yield % from dividends | 2.79 | 3.51 | 79% |
| Returns for 1 year | -0.90 | 0.86 | -104% |
| Returns for 3 years | -8.00 | -4.63 | 173% |
| Returns for 5 years | -6.50 | 0.97 | -669% |
| Returns for 10 years | -3.77 | 15.74 | -24% |
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