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AFTFX vs PTRMX
AFTFX vs PTRMX Comparison
Open Charts AFTFX vs PTRMX
American Funds Tax-Exempt Bond F1
Price$12.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets24.48B
Performance Trust Municipal Bond A
Price$22.90
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets725.59M
AFTFX vs PTRMX Comparison Chart
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AFTFX vs. PTRMX commentary
Feb 28, 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: 24.5B vs. PTRMX (726M). 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 : 2.83 vs. AFTFX (1.03). PTRMX return over 5 years is better than : -0.89 vs. AFTFX (-7.48).
| 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 | 0.807 | 0.909 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 726M | 3,375% |
| Annual Yield % from dividends | 2.70 | 3.51 | 77% |
| Returns for 1 year | 1.03 | 2.83 | 36% |
| Returns for 3 years | -4.25 | -0.57 | 751% |
| Returns for 5 years | -7.48 | -0.89 | 840% |
| Returns for 10 years | -1.74 | 18.56 | -9% |
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