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AFTEX vs RBCUX
AFTEX vs RBCUX Comparison
Open Charts AFTEX vs RBCUX
American Funds Tax-Exempt Bond A
Price$12.14
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets23.09B
Russell Inv Tax-Exempt Bond M
Price$21.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets5.91B
AFTEX vs RBCUX Comparison Chart in %
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AFTEX vs. RBCUX commentary
Jul 07, 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: 23.1B vs. RBCUX (5.91B). 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 : 1.88 vs. AFTEX (-1.56). RBCUX return over 5 years is better than : 0.07 vs. AFTEX (-8.03).
| 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 | -2.018 | 0.514 | -392% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 5.91B | 391% |
| Annual Yield % from dividends | 3.06 | 3.74 | 82% |
| Returns for 1 year | -1.56 | 1.88 | -83% |
| Returns for 3 years | -0.06 | 7.45 | -1% |
| Returns for 5 years | -8.03 | 0.07 | -10,907% |
| Returns for 10 years | -2.89 | N/A | - |
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