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AFTEX vs USATX
AFTEX vs USATX Comparison
Open Charts AFTEX vs USATX
American Funds Tax-Exempt Bond A
Price$12.10
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets23.22B
Victory Tax Exempt Intermediate-Term
Price$12.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.9B
AFTEX vs USATX Comparison Chart
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AFTEX vs. USATX commentary
Jun 16, 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 USATX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.2B vs. USATX (2.9B). USATX pays higher dividends than AFTEX: USATX (3.44) vs AFTEX (3.06). AFTEX was incepted earlier than USATX: AFTEX (46 years) vs USATX (43 years). AFTEX (0.54) is less costly to investors than USATX (0.50). AFTEX is a more actively managed with annual turnover of: 33.00 vs. USATX (13.00). AFTEX has a lower initial minimum investment than USATX: AFTEX (250) vs USATX (3000). USATX annual gain was more profitable for investors over the last year : 1.46 vs. AFTEX (-2.12). USATX return over 5 years is better than : 5.60 vs. AFTEX (-7.88).
| AFTEX | USATX | AFTEX / USATX | |
| Total Expense Ratio | 0.54 | 0.49 | 110% |
| Annual Report Gross Expense Ratio | 0.54 | 0.50 | 108% |
| Fund Existence | 46 years | 43 years | - |
| Gain YTD | -2.341 | -0.168 | 1,393% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 2.9B | 800% |
| Annual Yield % from dividends | 3.06 | 3.44 | 89% |
| Returns for 1 year | -2.12 | 1.46 | -145% |
| Returns for 3 years | 1.10 | 9.26 | 12% |
| Returns for 5 years | -7.88 | 5.60 | -141% |
| Returns for 10 years | -3.36 | 11.23 | -30% |
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