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AFTFX vs PTIMX
AFTFX vs PTIMX Comparison
Open Charts AFTFX vs PTIMX
American Funds Tax-Exempt Bond F1
Price$12.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets24.47B
Performance Trust Municipal Bond Instl
Price$22.88
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets725.32M
AFTFX vs PTIMX Comparison Chart
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AFTFX vs. PTIMX commentary
Mar 01, 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: 24.5B vs. PTIMX (725M). PTIMX pays higher dividends than AFTFX: PTIMX (3.77) vs AFTFX (2.70). AFTFX was incepted earlier than PTIMX: AFTFX (24 years) vs PTIMX (14 years). PTIMX is a more actively managed with annual turnover of: 68.24 vs. AFTFX (39.00). 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 : 2.89 vs. AFTFX (1.03). PTIMX return over 5 years is better than : 0.05 vs. AFTFX (-7.48).
| AFTFX | PTIMX | AFTFX / PTIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 0.807 | 0.857 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 725M | 3,379% |
| Annual Yield % from dividends | 2.70 | 3.77 | 72% |
| Returns for 1 year | 1.03 | 2.89 | 36% |
| Returns for 3 years | -4.47 | -0.41 | 1,098% |
| Returns for 5 years | -7.48 | 0.05 | -14,423% |
| Returns for 10 years | -1.66 | 20.77 | -8% |
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