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AFTEX vs PTRMX
AFTEX vs PTRMX Comparison
Open Charts AFTEX vs PTRMX
American Funds Tax-Exempt Bond A
Price$11.95
Change-$0.14 (-1.16%)
VolumeN/A
Net Assets23.29B
Performance Trust Municipal Bond A
Price$21.83
Change-$0.27 (-1.22%)
VolumeN/A
Net Assets681.76M
AFTEX vs PTRMX Comparison Chart
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AFTEX vs. PTRMX commentary
Apr 13, 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: 23.3B vs. PTRMX (682M). PTRMX pays higher dividends than AFTEX: PTRMX (3.37) vs AFTEX (2.93). AFTEX was incepted earlier than PTRMX: AFTEX (46 years) vs PTRMX (13 years). PTRMX (0.74) is less costly to investors than AFTEX (0.54). PTRMX is a more actively managed with annual turnover of: 59.72 vs. AFTEX (33.00). AFTEX initial investment is less costly to investors than PTRMX (2%) vs PTRMX (2%). 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 : -0.58 vs. AFTEX (-2.23). PTRMX return over 5 years is better than : -0.45 vs. AFTEX (-7.02).
| AFTEX | PTRMX | AFTEX / PTRMX | |
| Total Expense Ratio | 0.54 | 0.74 | 73% |
| Annual Report Gross Expense Ratio | 0.54 | 0.74 | 73% |
| Fund Existence | 46 years | 13 years | - |
| Gain YTD | -3.551 | -3.602 | 99% |
| Front Load | 4% | 2% | 167% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 682M | 3,416% |
| Annual Yield % from dividends | 2.93 | 3.37 | 87% |
| Returns for 1 year | -2.23 | -0.58 | 386% |
| Returns for 3 years | -4.13 | 0.67 | -618% |
| Returns for 5 years | -7.02 | -0.45 | 1,558% |
| Returns for 10 years | -6.01 | 12.59 | -48% |
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