Interact to see
Advertisement
Advertisement
AFTEX vs PTRMX
AFTEX vs PTRMX Comparison
Open Charts AFTEX vs PTRMX
American Funds Tax-Exempt Bond A
Price$12.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.22B
Performance Trust Municipal Bond A
Price$22.04
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets686.19M
AFTEX vs PTRMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFTEX vs. PTRMX 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 PTRMX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.2B vs. PTRMX (686M). PTRMX pays higher dividends than AFTEX: PTRMX (3.44) vs AFTEX (3.06). 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 : -0.83 vs. AFTEX (-2.20). PTRMX return over 5 years is better than : -1.43 vs. AFTEX (-7.88).
| 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 | -2.341 | -1.799 | 130% |
| Front Load | 4% | 2% | 167% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 686M | 3,382% |
| Annual Yield % from dividends | 3.06 | 3.44 | 89% |
| Returns for 1 year | -2.20 | -0.83 | 265% |
| Returns for 3 years | 1.02 | 7.10 | 14% |
| Returns for 5 years | -7.88 | -1.43 | 550% |
| Returns for 10 years | -3.36 | 16.92 | -20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers