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AFTFX vs PTIMX
AFTFX vs PTIMX Comparison
Open Charts AFTFX vs PTIMX
American Funds Tax-Exempt Bond F1
Price$12.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.22B
Performance Trust Municipal Bond Instl
Price$21.99
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets686.19M
AFTFX vs PTIMX Comparison Chart in %
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AFTFX vs. PTIMX commentary
Jun 17, 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: 23.2B vs. PTIMX (686M). PTIMX pays higher dividends than AFTFX: PTIMX (3.87) vs AFTFX (2.98). 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 : -0.59 vs. AFTFX (-2.21). PTIMX return over 5 years is better than : -0.39 vs. AFTFX (-7.93).
| 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 | -2.341 | -1.666 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 686M | 3,382% |
| Annual Yield % from dividends | 2.98 | 3.87 | 77% |
| Returns for 1 year | -2.21 | -0.59 | 374% |
| Returns for 3 years | 1.00 | 7.81 | 13% |
| Returns for 5 years | -7.93 | -0.39 | 2,040% |
| Returns for 10 years | -3.48 | 19.17 | -18% |
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