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AFTEX vs PTRMX
AFTEX vs PTRMX Comparison
Open Charts AFTEX vs PTRMX
American Funds Tax-Exempt Bond A
Price$12.08
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets23.37B
Performance Trust Municipal Bond A
Price$21.99
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets688.61M
AFTEX vs PTRMX Comparison Chart
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AFTEX vs. PTRMX commentary
May 25, 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: 23.4B vs. PTRMX (689M). PTRMX pays higher dividends than AFTEX: PTRMX (3.44) vs AFTEX (3.03). 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 : 0.32 vs. AFTEX (-1.09). PTRMX return over 5 years is better than : -1.09 vs. AFTEX (-6.80).
| 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 | -2.502 | -2.421 | 103% |
| Front Load | 4% | 2% | 167% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 689M | 3,396% |
| Annual Yield % from dividends | 3.03 | 3.44 | 88% |
| Returns for 1 year | -1.09 | 0.32 | -337% |
| Returns for 3 years | -0.39 | 4.72 | -8% |
| Returns for 5 years | -6.80 | -1.09 | 621% |
| Returns for 10 years | -3.59 | 16.22 | -22% |
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