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AFTFX vs PTRMX
AFTFX vs PTRMX Comparison
Open Charts AFTFX vs PTRMX
American Funds Tax-Exempt Bond F1
Price$11.95
Change-$0.14 (-1.16%)
VolumeN/A
Net Assets23.6B
Performance Trust Municipal Bond A
Price$21.83
Change-$0.27 (-1.22%)
VolumeN/A
Net Assets692.51M
AFTFX vs PTRMX Comparison Chart
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AFTFX vs. PTRMX commentary
Apr 12, 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: 23.6B vs. PTRMX (693M). PTRMX pays higher dividends than AFTFX: PTRMX (3.37) vs AFTFX (2.85). AFTFX was incepted earlier than PTRMX: AFTFX (24 years) vs PTRMX (13 years). PTRMX (0.74) is less costly to investors than AFTFX (0.62). PTRMX is a more actively managed with annual turnover of: 59.72 vs. AFTFX (33.00). 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 : 0.65 vs. AFTFX (-2.24). PTRMX return over 5 years is better than : 0.78 vs. AFTFX (-7.08).
| AFTFX | PTRMX | AFTFX / PTRMX | |
| Total Expense Ratio | 0.62 | 0.74 | 84% |
| Annual Report Gross Expense Ratio | 0.62 | 0.74 | 84% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -3.551 | -2.409 | 147% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 693M | 3,405% |
| Annual Yield % from dividends | 2.85 | 3.37 | 85% |
| Returns for 1 year | -2.24 | 0.65 | -343% |
| Returns for 3 years | -4.15 | 1.91 | -217% |
| Returns for 5 years | -7.08 | 0.78 | -907% |
| Returns for 10 years | -6.13 | 13.98 | -44% |
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