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LTEFX vs TEPCX
LTEFX vs TEPCX Comparison
Open Charts LTEFX vs TEPCX
American Funds Limited Term TxEx Bd F2
Price$15.67
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.67B
American Funds Tax-Exempt Presv Port C
Price$9.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets397.5M
LTEFX vs TEPCX Comparison Chart in %
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LTEFX vs. TEPCX commentary
Oct 21, 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 LTEFX is a Hold and TEPCX is a Hold.
FUNDAMENTALS
Fundamentals
LTEFX has more cash in the bank: 5.67B vs. TEPCX (398M). LTEFX pays higher dividends than TEPCX: LTEFX (2.75) vs TEPCX (1.88). LTEFX was incepted earlier than TEPCX: LTEFX (17 years) vs TEPCX (13 years). TEPCX (1.31) is less costly to investors than LTEFX (0.38). LTEFX is a more actively managed with annual turnover of: 44.00 vs. TEPCX (34.00). LTEFX (250) and TEPCX (250) have matching initial minimum investment requirements. LTEFX annual gain was more profitable for investors over the last year : 1.62 vs. TEPCX (1.04). TEPCX (-2.31) and LTEFX (-2.41) have equivalent 5 years return.
| LTEFX | TEPCX | LTEFX / TEPCX | |
| Total Expense Ratio | 0.37 | 1.31 | 28% |
| Annual Report Gross Expense Ratio | 0.38 | 1.31 | 29% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 2.485 | 2.199 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 398M | 1,424% |
| Annual Yield % from dividends | 2.75 | 1.88 | 146% |
| Returns for 1 year | 1.62 | 1.04 | 157% |
| Returns for 3 years | 6.59 | 5.29 | 125% |
| Returns for 5 years | -2.41 | -2.31 | 104% |
| Returns for 10 years | 0.67 | -1.17 | -57% |
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