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GWMIX vs TFEBX
GWMIX vs TFEBX Comparison
Open Charts GWMIX vs TFEBX
AMG GW&K Municipal Bond I
Price$11.18
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets929.44M
American Funds Tax Exempt Bond F3
Price$12.14
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets23.09B
GWMIX vs TFEBX Comparison Chart in %
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GWMIX vs. TFEBX commentary
Jul 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 GWMIX is a Hold and TFEBX is a Hold.
FUNDAMENTALS
Fundamentals
TFEBX has more cash in the bank: 23.1B vs. GWMIX (929M). TFEBX pays higher dividends than GWMIX: TFEBX (3.36) vs GWMIX (2.81). GWMIX was incepted earlier than TFEBX: GWMIX (16 years) vs TFEBX (8 years). GWMIX (0.46) is less costly to investors than TFEBX (0.25). GWMIX is a more actively managed with annual turnover of: 36.00 vs. TFEBX (33.00). GWMIX has a lower initial minimum investment than TFEBX: GWMIX (100000) vs TFEBX (1000000). GWMIX annual gain was more profitable for investors over the last year : 1.63 vs. TFEBX (-1.53). GWMIX return over 5 years is better than : -1.70 vs. TFEBX (-7.91).
| GWMIX | TFEBX | GWMIX / TFEBX | |
| Total Expense Ratio | 0.39 | 0.25 | 156% |
| Annual Report Gross Expense Ratio | 0.46 | 0.25 | 184% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 0.278 | -2.018 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 23.1B | 4% |
| Annual Yield % from dividends | 2.81 | 3.36 | 84% |
| Returns for 1 year | 1.63 | -1.53 | -107% |
| Returns for 3 years | 6.66 | 0.01 | 131,199% |
| Returns for 5 years | -1.70 | -7.91 | 21% |
| Returns for 10 years | 13.85 | N/A | - |
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