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AFTFX vs PTRMX
AFTFX vs PTRMX Comparison
Open Charts AFTFX vs PTRMX
American Funds Tax-Exempt Bond F1
Price$12.24
Change+$0.07 (+0.58%)
VolumeN/A
Net Assets23.07B
Performance Trust Municipal Bond A
Price$22.10
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets638.11M
AFTFX vs PTRMX Comparison Chart in %
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AFTFX vs. PTRMX commentary
Sep 06, 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: 23.1B vs. PTRMX (638M). PTRMX pays higher dividends than AFTFX: PTRMX (3.55) vs AFTFX (3.02). 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 : -1.76 vs. AFTFX (-2.74). PTRMX return over 5 years is better than : -1.96 vs. AFTFX (-8.83).
| 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 | -1.776 | -0.828 | 214% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 638M | 3,621% |
| Annual Yield % from dividends | 3.02 | 3.55 | 85% |
| Returns for 1 year | -2.74 | -1.76 | 156% |
| Returns for 3 years | 1.58 | 8.48 | 19% |
| Returns for 5 years | -8.83 | -1.96 | 451% |
| Returns for 10 years | -2.92 | 17.72 | -16% |
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