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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+$0.02 (+0.18%)
VolumeN/A
Net Assets920.63M
American Funds Tax Exempt Bond F3
Price$12.07
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets22.79B
GWMIX vs TFEBX Comparison Chart in %
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GWMIX vs. TFEBX commentary
Aug 01, 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: 22.8B vs. GWMIX (921M). TFEBX pays higher dividends than GWMIX: TFEBX (3.36) vs GWMIX (2.81). GWMIX was incepted earlier than TFEBX: GWMIX (16 years) vs TFEBX (9 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 : 0.14 vs. TFEBX (-2.72). GWMIX return over 5 years is better than : -3.46 vs. TFEBX (-9.91).
| 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 | 9 years | - |
| Gain YTD | -0.275 | -2.583 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 921M | 22.8B | 4% |
| Annual Yield % from dividends | 2.81 | 3.36 | 84% |
| Returns for 1 year | 0.14 | -2.72 | -5% |
| Returns for 3 years | 3.20 | -2.56 | -125% |
| Returns for 5 years | -3.46 | -9.91 | 35% |
| Returns for 10 years | 12.57 | N/A | - |
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