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AFTFX vs PTIMX
AFTFX vs PTIMX Comparison
Open Charts AFTFX vs PTIMX
American Funds Tax-Exempt Bond F1
Price$12.08
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets23.37B
Performance Trust Municipal Bond Instl
Price$21.94
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets688.61M
AFTFX vs PTIMX Comparison Chart
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AFTFX vs. PTIMX commentary
May 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 AFTFX is a Hold and PTIMX is a Hold.
FUNDAMENTALS
Fundamentals
AFTFX has more cash in the bank: 23.4B vs. PTIMX (689M). PTIMX pays higher dividends than AFTFX: PTIMX (3.87) vs AFTFX (2.94). AFTFX was incepted earlier than PTIMX: AFTFX (24 years) vs PTIMX (14 years). AFTFX (0.62) is less costly to investors than PTIMX (0.50). PTIMX is a more actively managed with annual turnover of: 59.72 vs. AFTFX (33.00). AFTFX has a lower initial minimum investment than PTIMX: AFTFX (250) vs PTIMX (2500). PTIMX annual gain was more profitable for investors over the last year : 0.55 vs. AFTFX (-1.09). PTIMX return over 5 years is better than : -0.03 vs. AFTFX (-6.85).
| AFTFX | PTIMX | AFTFX / PTIMX | |
| Total Expense Ratio | 0.62 | 0.50 | 124% |
| Annual Report Gross Expense Ratio | 0.62 | 0.50 | 124% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -2.502 | -2.335 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 689M | 3,396% |
| Annual Yield % from dividends | 2.94 | 3.87 | 76% |
| Returns for 1 year | -1.09 | 0.55 | -200% |
| Returns for 3 years | -0.41 | 5.37 | -8% |
| Returns for 5 years | -6.85 | -0.03 | 20,874% |
| Returns for 10 years | -3.71 | 18.31 | -20% |
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