AFTFX
Price
$12.51
Change
+$0.01 (+0.08%)
Updated
Oct 17 closing price
Net Assets
23.78B
PTRMX
Price
$22.84
Change
+$0.02 (+0.09%)
Updated
Oct 17 closing price
Net Assets
666.6M
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AFTFX vs PTRMX

Header iconAFTFX vs PTRMX Comparison
Open Charts AFTFX vs PTRMXBanner chart's image
American Funds Tax-Exempt Bond F1
Price$12.51
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets23.78B
Performance Trust Municipal Bond A
Price$22.84
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets666.6M
AFTFX vs PTRMX Comparison Chart in %
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AFTFX vs. PTRMX commentary
Oct 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 PTRMX is a Hold.

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FUNDAMENTALS
Fundamentals
AFTFX has more cash in the bank: 23.8B vs. PTRMX (667M). PTRMX pays higher dividends than AFTFX: PTRMX (3.50) vs AFTFX (2.96). AFTFX was incepted earlier than PTRMX: AFTFX (25 years) vs PTRMX (13 years). PTRMX (0.74) is less costly to investors than AFTFX (0.63). 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 : 2.11 vs. AFTFX (-0.02). PTRMX return over 5 years is better than : 2.34 vs. AFTFX (-5.72).
AFTFXPTRMXAFTFX / PTRMX
Total Expense Ratio0.630.7485%
Annual Report Gross Expense Ratio0.630.7485%
Fund Existence25 years13 years-
Gain YTD0.9693.16031%
Front LoadN/A2%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets23.8B667M3,568%
Annual Yield % from dividends2.963.5085%
Returns for 1 year-0.022.11-1%
Returns for 3 years6.8115.8843%
Returns for 5 years-5.722.34-244%
Returns for 10 years-0.7520.84-4%
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