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GWMTX vs TFEBX
GWMTX vs TFEBX Comparison
Open Charts GWMTX vs TFEBX
AMG GW&K Municipal Bond N
Price$11.07
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets933.19M
American Funds Tax Exempt Bond F3
Price$12.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.53B
GWMTX vs TFEBX Comparison Chart
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GWMTX vs. TFEBX commentary
May 11, 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: 23.5B vs. GWMTX (933M). TFEBX pays higher dividends than GWMTX: TFEBX (3.33) vs GWMTX (2.45). 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). GWMTX is a more actively managed with annual turnover of: 36.00 vs. TFEBX (33.00). 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 : 0.17 vs. TFEBX (-1.20). GWMTX return over 5 years is better than : -1.06 vs. TFEBX (-4.63).
| 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 | -0.684 | -1.856 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 23.5B | 4% |
| Annual Yield % from dividends | 2.45 | 3.33 | 74% |
| Returns for 1 year | 0.17 | -1.20 | -14% |
| Returns for 3 years | 6.52 | 0.50 | 1,306% |
| Returns for 5 years | -1.06 | -4.63 | 23% |
| Returns for 10 years | 9.61 | N/A | - |
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