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GWMTX vs TFEBX
GWMTX vs TFEBX Comparison
Open Charts GWMTX vs TFEBX
AMG GW&K Municipal Bond N
Price$11.11
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets929.44M
American Funds Tax Exempt Bond F3
Price$12.14
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets23.09B
GWMTX vs TFEBX Comparison Chart in %
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GWMTX vs. TFEBX commentary
Jul 06, 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: 23.1B vs. GWMTX (929M). TFEBX pays higher dividends than GWMTX: TFEBX (3.36) vs GWMTX (2.50). GWMTX was incepted earlier than TFEBX: GWMTX (16 years) vs TFEBX (8 years). GWMTX (0.78) 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 : 1.22 vs. TFEBX (-1.53). GWMTX return over 5 years is better than : -2.98 vs. TFEBX (-7.91).
| GWMTX | TFEBX | GWMTX / TFEBX | |
| Total Expense Ratio | 0.71 | 0.25 | 284% |
| Annual Report Gross Expense Ratio | 0.78 | 0.25 | 312% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 0.119 | -2.018 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 23.1B | 4% |
| Annual Yield % from dividends | 2.50 | 3.36 | 74% |
| Returns for 1 year | 1.22 | -1.53 | -80% |
| Returns for 3 years | 5.73 | 0.01 | 112,952% |
| Returns for 5 years | -2.98 | -7.91 | 38% |
| Returns for 10 years | 10.45 | N/A | - |
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