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AFTEX vs RBCUX
AFTEX vs RBCUX Comparison
Open Charts AFTEX vs RBCUX
American Funds Tax-Exempt Bond A
Price$12.06
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets23.34B
Russell Inv Tax-Exempt Bond M
Price$21.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.82B
AFTEX vs RBCUX Comparison Chart
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AFTEX vs. RBCUX commentary
Jun 08, 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 RBCUX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.3B vs. RBCUX (5.82B). RBCUX pays higher dividends than AFTEX: RBCUX (3.74) vs AFTEX (3.06). AFTEX was incepted earlier than RBCUX: AFTEX (46 years) vs RBCUX (8 years). RBCUX (0.57) is less costly to investors than AFTEX (0.54). RBCUX is a more actively managed with annual turnover of: 39.00 vs. AFTEX (33.00). RBCUX has a lower initial minimum investment than AFTEX: RBCUX (0) vs AFTEX (250). RBCUX annual gain was more profitable for investors over the last year : 1.51 vs. AFTEX (-2.05). RBCUX return over 5 years is better than : -0.04 vs. AFTEX (-7.70).
| AFTEX | RBCUX | AFTEX / RBCUX | |
| Total Expense Ratio | 0.54 | 0.41 | 132% |
| Annual Report Gross Expense Ratio | 0.54 | 0.57 | 95% |
| Fund Existence | 46 years | 8 years | - |
| Gain YTD | -2.663 | -0.196 | 1,362% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 5.82B | 401% |
| Annual Yield % from dividends | 3.06 | 3.74 | 82% |
| Returns for 1 year | -2.05 | 1.51 | -135% |
| Returns for 3 years | -2.39 | 5.20 | -46% |
| Returns for 5 years | -7.70 | -0.04 | 21,406% |
| Returns for 10 years | -3.45 | N/A | - |
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