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GWMTX vs TFEBX
GWMTX vs TFEBX Comparison
Open Charts GWMTX vs TFEBX
AMG GW&K Municipal Bond N
Price$11.24
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets990.1M
American Funds Tax Exempt Bond F3
Price$12.38
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets24.16B
GWMTX vs TFEBX Comparison Chart
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GWMTX vs. TFEBX commentary
Apr 04, 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 GWMTX is a Hold and TFEBX is a Hold.
FUNDAMENTALS
Fundamentals
TFEBX has more cash in the bank: 24.2B vs. GWMTX (990M). TFEBX pays higher dividends than GWMTX: TFEBX (3.29) vs GWMTX (2.39). GWMTX was incepted earlier than TFEBX: GWMTX (16 years) vs TFEBX (8 years). GWMTX (0.79) is less costly to investors than TFEBX (0.25). TFEBX is a more actively managed with annual turnover of: 33.00 vs. GWMTX (29.00). GWMTX has a lower initial minimum investment than TFEBX: GWMTX (2000) vs TFEBX (1000000). GWMTX annual gain was more profitable for investors over the last year : 1.21 vs. TFEBX (1.07). GWMTX return over 5 years is better than : 1.24 vs. TFEBX (-2.00).
| GWMTX | TFEBX | GWMTX / TFEBX | |
| Total Expense Ratio | 0.72 | 0.25 | 288% |
| Annual Report Gross Expense Ratio | 0.79 | 0.25 | 316% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | -0.011 | -0.081 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 990M | 24.2B | 4% |
| Annual Yield % from dividends | 2.39 | 3.29 | 73% |
| Returns for 1 year | 1.21 | 1.07 | 112% |
| Returns for 3 years | 2.90 | -2.10 | -138% |
| Returns for 5 years | 1.24 | -2.00 | -62% |
| Returns for 10 years | 8.87 | N/A | - |
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