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GWMTX vs TFEBX
GWMTX vs TFEBX Comparison
Open Charts GWMTX vs TFEBX
AMG GW&K Municipal Bond N
Price$11.19
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets1.01B
American Funds Tax Exempt Bond F3
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets24.03B
GWMTX vs TFEBX Comparison Chart
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GWMTX vs. TFEBX commentary
Jan 12, 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: 24B vs. GWMTX (1.01B). TFEBX pays higher dividends than GWMTX: TFEBX (3.08) vs GWMTX (1.92). GWMTX was incepted earlier than TFEBX: GWMTX (16 years) vs TFEBX (8 years). TFEBX is a more actively managed with annual turnover of: 39.00 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 : -0.29 vs. TFEBX (-0.87). GWMTX return over 5 years is better than : -1.88 vs. TFEBX (-6.29).
| GWMTX | TFEBX | GWMTX / TFEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | -0.089 | -0.726 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 24B | 4% |
| Annual Yield % from dividends | 1.92 | 3.08 | 62% |
| Returns for 1 year | -0.29 | -0.87 | 34% |
| Returns for 3 years | -3.45 | -7.94 | 43% |
| Returns for 5 years | -1.88 | -6.29 | 30% |
| Returns for 10 years | 8.92 | N/A | - |
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