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AFTFX vs PTIMX
AFTFX vs PTIMX Comparison
Open Charts AFTFX vs PTIMX
American Funds Tax-Exempt Bond F1
Price$12.17
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets23.02B
Performance Trust Municipal Bond Instl
Price$22.05
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets637.9M
AFTFX vs PTIMX Comparison Chart in %
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AFTFX vs. PTIMX commentary
Sep 05, 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: 23B vs. PTIMX (638M). PTIMX pays higher dividends than AFTFX: PTIMX (3.97) vs AFTFX (3.02). 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 : -1.51 vs. AFTFX (-2.58). PTIMX return over 5 years is better than : -1.16 vs. AFTFX (-8.83).
| 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 | -1.776 | -0.898 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 638M | 3,605% |
| Annual Yield % from dividends | 3.02 | 3.97 | 76% |
| Returns for 1 year | -2.58 | -1.51 | 171% |
| Returns for 3 years | 1.25 | -1.42 | -88% |
| Returns for 5 years | -8.83 | -1.16 | 760% |
| Returns for 10 years | -3.07 | 19.58 | -16% |
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