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AFTEX vs PTRMX
AFTEX vs PTRMX Comparison
Open Charts AFTEX vs PTRMX
American Funds Tax-Exempt Bond A
Price$12.24
Change+$0.07 (+0.58%)
VolumeN/A
Net Assets23.07B
Performance Trust Municipal Bond A
Price$22.10
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets638.11M
AFTEX vs PTRMX Comparison Chart in %
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AFTEX vs. PTRMX commentary
Sep 06, 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: 23.1B vs. PTRMX (638M). PTRMX pays higher dividends than AFTEX: PTRMX (3.55) vs AFTEX (3.10). 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 : -1.76 vs. AFTEX (-2.17). PTRMX return over 5 years is better than : -1.96 vs. AFTEX (-8.27).
| 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 | -1.211 | -0.828 | 146% |
| Front Load | 4% | 2% | 167% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 638M | 3,621% |
| Annual Yield % from dividends | 3.10 | 3.55 | 87% |
| Returns for 1 year | -2.17 | -1.76 | 124% |
| Returns for 3 years | 2.19 | 8.48 | 26% |
| Returns for 5 years | -8.27 | -1.96 | 422% |
| Returns for 10 years | -2.24 | 17.72 | -13% |
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