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AFTEX vs PTRMX
AFTEX vs PTRMX Comparison
Open Charts AFTEX vs PTRMX
American Funds Tax-Exempt Bond A
Price$12.51
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets23.78B
Performance Trust Municipal Bond A
Price$22.84
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets666.6M
AFTEX vs PTRMX Comparison Chart in %
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AFTEX vs. PTRMX commentary
Oct 20, 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: 23.8B vs. PTRMX (667M). PTRMX pays higher dividends than AFTEX: PTRMX (3.50) vs AFTEX (3.05). AFTEX was incepted earlier than PTRMX: AFTEX (46 years) vs PTRMX (13 years). PTRMX (0.74) is less costly to investors than AFTEX (0.55). 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 : 2.11 vs. AFTEX (-0.01). PTRMX return over 5 years is better than : 2.34 vs. AFTEX (-5.69).
| AFTEX | PTRMX | AFTEX / PTRMX | |
| Total Expense Ratio | 0.55 | 0.74 | 74% |
| Annual Report Gross Expense Ratio | 0.55 | 0.74 | 74% |
| Fund Existence | 46 years | 13 years | - |
| Gain YTD | 0.969 | 3.160 | 31% |
| Front Load | 4% | 2% | 167% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 667M | 3,568% |
| Annual Yield % from dividends | 3.05 | 3.50 | 87% |
| Returns for 1 year | -0.01 | 2.11 | -1% |
| Returns for 3 years | 6.83 | 15.88 | 43% |
| Returns for 5 years | -5.69 | 2.34 | -243% |
| Returns for 10 years | -0.62 | 20.84 | -3% |
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