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ASTFX vs LTEFX
ASTFX vs LTEFX Comparison
Open Charts ASTFX vs LTEFX
American Funds Shrt-Term Tx-Exmpt Bd F2
Price$9.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.98B
American Funds LtdTerm TxEx Bd F2
Price$15.23
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets5.37B
ASTFX vs LTEFX Comparison Chart
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ASTFX vs. LTEFX commentary
May 22, 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 ASTFX is a Hold and LTEFX is a Hold.
FUNDAMENTALS
Fundamentals
LTEFX has more cash in the bank: 5.37B vs. ASTFX (1.98B). ASTFX (2.79) and LTEFX (2.71) have matching dividends . ASTFX was incepted earlier than LTEFX: ASTFX (16 years) vs LTEFX (17 years). LTEFX (0.37) is less costly to investors than ASTFX (0.32). ASTFX is a more actively managed with annual turnover of: 42.00 vs. LTEFX (33.00). ASTFX (250) and LTEFX (250) have matching initial minimum investment requirements. ASTFX annual gain was more profitable for investors over the last year : 0.97 vs. LTEFX (0.66). ASTFX return over 5 years is better than : -2.94 vs. LTEFX (-3.93).
| ASTFX | LTEFX | ASTFX / LTEFX | |
| Total Expense Ratio | 0.31 | 0.37 | 84% |
| Annual Report Gross Expense Ratio | 0.32 | 0.37 | 86% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 0.000 | -0.392 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 5.37B | 37% |
| Annual Yield % from dividends | 2.79 | 2.71 | 103% |
| Returns for 1 year | 0.97 | 0.66 | 147% |
| Returns for 3 years | 1.48 | 2.07 | 72% |
| Returns for 5 years | -2.94 | -3.93 | 75% |
| Returns for 10 years | -0.62 | -1.85 | 34% |
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