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AFTEX vs UTEIX
AFTEX vs UTEIX Comparison
Open Charts AFTEX vs UTEIX
American Funds Tax-Exempt Bond A
Price$12.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.04B
Victory Tax Exempt Intermediate-Term ClA
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.9B
AFTEX vs UTEIX Comparison Chart in %
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AFTEX vs. UTEIX commentary
Jun 25, 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 UTEIX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23B vs. UTEIX (2.9B). UTEIX (3.19) and AFTEX (3.06) have matching dividends . AFTEX was incepted earlier than UTEIX: AFTEX (46 years) vs UTEIX (15 years). UTEIX (0.89) is less costly to investors than AFTEX (0.54). AFTEX is a more actively managed with annual turnover of: 33.00 vs. UTEIX (13.00). AFTEX initial investment is less costly to investors than UTEIX (2%) vs UTEIX (2%). AFTEX has a lower initial minimum investment than UTEIX: AFTEX (250) vs UTEIX (2500). UTEIX annual gain was more profitable for investors over the last year : 1.23 vs. AFTEX (-1.96). UTEIX return over 5 years is better than : 4.18 vs. AFTEX (-7.87).
| AFTEX | UTEIX | AFTEX / UTEIX | |
| Total Expense Ratio | 0.54 | 0.74 | 73% |
| Annual Report Gross Expense Ratio | 0.54 | 0.89 | 61% |
| Fund Existence | 46 years | 15 years | - |
| Gain YTD | -2.179 | -0.103 | 2,112% |
| Front Load | 4% | 2% | 167% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 2.9B | 794% |
| Annual Yield % from dividends | 3.06 | 3.19 | 96% |
| Returns for 1 year | -1.96 | 1.23 | -160% |
| Returns for 3 years | 0.52 | 8.29 | 6% |
| Returns for 5 years | -7.87 | 4.18 | -188% |
| Returns for 10 years | -2.97 | 9.91 | -30% |
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