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AFTFX vs BIDAX
AFTFX vs BIDAX Comparison
Open Charts AFTFX vs BIDAX
American Funds Tax-Exempt Bond F1
Price$12.09
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets23.49B
iShares Municipal Bond Index Investor A
Price$10.67
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets214.42M
AFTFX vs BIDAX Comparison Chart
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AFTFX vs. BIDAX commentary
May 22, 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 AFTFX is a Hold and BIDAX is a Hold.
FUNDAMENTALS
Fundamentals
AFTFX has more cash in the bank: 23.5B vs. BIDAX (214M). BIDAX (2.95) and AFTFX (2.94) have matching dividends . AFTFX was incepted earlier than BIDAX: AFTFX (24 years) vs BIDAX (24 years). AFTFX (0.62) is less costly to investors than BIDAX (0.58). BIDAX is a more actively managed with annual turnover of: 37.00 vs. AFTFX (33.00). AFTFX has a lower initial minimum investment than BIDAX: AFTFX (250) vs BIDAX (1000). BIDAX annual gain was more profitable for investors over the last year : 0.58 vs. AFTFX (-1.49). BIDAX return over 5 years is better than : 1.18 vs. AFTFX (-6.77).
| AFTFX | BIDAX | AFTFX / BIDAX | |
| Total Expense Ratio | 0.62 | 0.50 | 124% |
| Annual Report Gross Expense Ratio | 0.62 | 0.58 | 107% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -2.421 | -1.542 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 214M | 10,981% |
| Annual Yield % from dividends | 2.94 | 2.95 | 100% |
| Returns for 1 year | -1.49 | 0.58 | -259% |
| Returns for 3 years | 0.66 | 7.28 | 9% |
| Returns for 5 years | -6.77 | 1.18 | -574% |
| Returns for 10 years | -3.56 | 17.32 | -21% |
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