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AFTEX vs SMBAX
AFTEX vs SMBAX Comparison
Open Charts AFTEX vs SMBAX
American Funds Tax-Exempt Bond A
Price$12.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.84B
Saratoga Municipal Bond A
Price$8.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets291.67K
AFTEX vs SMBAX Comparison Chart in %
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AFTEX vs. SMBAX commentary
Jul 24, 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: 22.8B vs. SMBAX (292K). AFTEX pays higher dividends than SMBAX: AFTEX (3.06) 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 : -1.05 vs. AFTEX (-3.08). SMBAX return over 5 years is better than : -4.61 vs. AFTEX (-9.81).
| 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 | -2.906 | -0.933 | 311% |
| Front Load | 4% | 6% | 65% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.8B | 292K | 7,808,219% |
| Annual Yield % from dividends | 3.06 | 0.83 | 371% |
| Returns for 1 year | -3.08 | -1.05 | 292% |
| Returns for 3 years | -2.01 | -0.94 | 214% |
| Returns for 5 years | -9.81 | -4.61 | 213% |
| Returns for 10 years | -3.99 | -10.87 | 37% |
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