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AFTFX vs PTRMX
AFTFX vs PTRMX Comparison
Open Charts AFTFX vs PTRMX
American Funds Tax-Exempt Bond F1
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets24.03B
Performance Trust Municipal Bond A
Price$22.61
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets714.29M
AFTFX vs PTRMX Comparison Chart
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AFTFX vs. PTRMX commentary
Jan 11, 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 PTRMX is a Hold.
FUNDAMENTALS
Fundamentals
AFTFX has more cash in the bank: 24B vs. PTRMX (714M). PTRMX pays higher dividends than AFTFX: PTRMX (3.51) vs AFTFX (2.70). AFTFX was incepted earlier than PTRMX: AFTFX (24 years) vs PTRMX (12 years). PTRMX is a more actively managed with annual turnover of: 68.24 vs. AFTFX (39.00). AFTFX has a lower initial minimum investment than PTRMX: AFTFX (250) vs PTRMX (1000). PTRMX annual gain was more profitable for investors over the last year : 0.86 vs. AFTFX (-0.91). PTRMX return over 5 years is better than : 0.97 vs. AFTFX (-6.57).
| AFTFX | PTRMX | AFTFX / PTRMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -0.726 | -0.482 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 714M | 3,361% |
| Annual Yield % from dividends | 2.70 | 3.51 | 77% |
| Returns for 1 year | -0.91 | 0.86 | -105% |
| Returns for 3 years | -8.02 | -4.63 | 173% |
| Returns for 5 years | -6.57 | 0.97 | -676% |
| Returns for 10 years | -3.89 | 15.74 | -25% |
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