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AFTEX vs SMBAX
AFTEX vs SMBAX Comparison
Open Charts AFTEX vs SMBAX
American Funds Tax-Exempt Bond A
Price$12.08
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets23.37B
Saratoga Municipal Bond A
Price$8.47
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets289.85K
AFTEX vs SMBAX Comparison Chart
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AFTEX vs. SMBAX commentary
May 26, 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 SMBAX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.4B vs. SMBAX (290K). AFTEX pays higher dividends than SMBAX: AFTEX (3.03) vs SMBAX (0.83). AFTEX was incepted earlier than SMBAX: AFTEX (46 years) vs SMBAX (19 years). SMBAX (4.90) is less costly to investors than AFTEX (0.54). SMBAX is a more actively managed with annual turnover of: 36.00 vs. AFTEX (33.00). SMBAX initial investment is less costly to investors than AFTEX (4%) vs AFTEX (4%). AFTEX has a lower initial minimum investment than SMBAX: AFTEX (250) vs SMBAX (2500). SMBAX annual gain was more profitable for investors over the last year : -0.02 vs. AFTEX (-1.09). SMBAX return over 5 years is better than : -4.18 vs. AFTEX (-6.80).
| AFTEX | SMBAX | AFTEX / SMBAX | |
| Total Expense Ratio | 0.54 | 4.90 | 11% |
| Annual Report Gross Expense Ratio | 0.54 | 4.90 | 11% |
| Fund Existence | 46 years | 19 years | - |
| Gain YTD | -2.502 | -1.167 | 214% |
| Front Load | 4% | 6% | 65% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 290K | 8,068,966% |
| Annual Yield % from dividends | 3.03 | 0.83 | 365% |
| Returns for 1 year | -1.09 | -0.02 | 6,741% |
| Returns for 3 years | -0.39 | -1.06 | 37% |
| Returns for 5 years | -6.80 | -4.18 | 163% |
| Returns for 10 years | -3.59 | -10.88 | 33% |
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