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GWMIX vs TFEBX
GWMIX vs TFEBX Comparison
Open Charts GWMIX vs TFEBX
AMG GW&K Municipal Bond I
Price$11.11
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets933.19M
American Funds Tax Exempt Bond F3
Price$12.14
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets23.53B
GWMIX vs TFEBX Comparison Chart
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GWMIX vs. TFEBX commentary
May 13, 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: 23.5B vs. GWMIX (933M). TFEBX pays higher dividends than GWMIX: TFEBX (3.33) vs GWMIX (2.76). 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 : 0.49 vs. TFEBX (-1.12). GWMIX return over 5 years is better than : -0.10 vs. TFEBX (-4.85).
| 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 | -0.576 | -1.856 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 23.5B | 4% |
| Annual Yield % from dividends | 2.76 | 3.33 | 83% |
| Returns for 1 year | 0.49 | -1.12 | -43% |
| Returns for 3 years | 7.78 | 1.08 | 721% |
| Returns for 5 years | -0.10 | -4.85 | 2% |
| Returns for 10 years | 13.22 | N/A | - |
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