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AFTFX vs PTIMX
AFTFX vs PTIMX Comparison
Open Charts AFTFX vs PTIMX
American Funds Tax-Exempt Bond F1
Price$12.09
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets23.46B
Performance Trust Municipal Bond Instl
Price$22.00
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets684.15M
AFTFX vs PTIMX Comparison Chart
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AFTFX vs. PTIMX commentary
Apr 19, 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: 23.5B vs. PTIMX (684M). PTIMX pays higher dividends than AFTFX: PTIMX (3.79) vs AFTFX (2.85). 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 : 0.99 vs. AFTFX (-1.01). PTIMX return over 5 years is better than : 1.14 vs. AFTFX (-6.49).
| 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 | -2.421 | -2.200 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 684M | 3,436% |
| Annual Yield % from dividends | 2.85 | 3.79 | 75% |
| Returns for 1 year | -1.01 | 0.99 | -103% |
| Returns for 3 years | -2.64 | 3.36 | -79% |
| Returns for 5 years | -6.49 | 1.14 | -569% |
| Returns for 10 years | -4.96 | 16.11 | -31% |
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