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AFTFX vs PTRMX
AFTFX vs PTRMX Comparison
Open Charts AFTFX vs PTRMX
American Funds Tax-Exempt Bond F1
Price$12.42
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Performance Trust Municipal Bond A
Price$22.86
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
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AFTFX vs PTRMX Comparison Chart
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AFTFX vs. PTRMX commentary
Oct 31, 2024
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: 23.9B vs. PTRMX (742M). 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 : 13.39 vs. AFTFX (7.83). PTRMX return over 5 years is better than : 2.00 vs. AFTFX (-5.30).
| 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 | -0.401 | 0.979 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 742M | 3,221% |
| Annual Yield % from dividends | 2.70 | 3.51 | 77% |
| Returns for 1 year | 7.83 | 13.39 | 59% |
| Returns for 3 years | -7.87 | -4.17 | 189% |
| Returns for 5 years | -5.30 | 2.00 | -265% |
| Returns for 10 years | -1.76 | 18.80 | -9% |
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