Interact to see
Advertisement
Advertisement
LTEFX vs TEPCX
LTEFX vs TEPCX Comparison
Open Charts LTEFX vs TEPCX
American Funds Limited Term TxEx Bd F2
Price$15.71
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets5.66B
American Funds Tax-Exempt Presv Port C
Price$9.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets396.27M
LTEFX vs TEPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LTEFX vs. TEPCX commentary
Sep 18, 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: 5.66B vs. TEPCX (396M). 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 (0.37). TEPCX (34.00) and LTEFX (33.00) have comparable annual turnover. LTEFX (250) and TEPCX (250) have matching initial minimum investment requirements. LTEFX annual gain was more profitable for investors over the last year : 1.49 vs. TEPCX (1.03). TEPCX (-2.40) and LTEFX (-2.52) have equivalent 5 years return.
| LTEFX | TEPCX | LTEFX / TEPCX | |
| Total Expense Ratio | 0.37 | 1.31 | 28% |
| Annual Report Gross Expense Ratio | 0.37 | 1.31 | 28% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 2.747 | 2.513 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.66B | 396M | 1,428% |
| Annual Yield % from dividends | 2.75 | 1.88 | 146% |
| Returns for 1 year | 1.49 | 1.03 | 144% |
| Returns for 3 years | 5.29 | 4.37 | 121% |
| Returns for 5 years | -2.52 | -2.40 | 105% |
| Returns for 10 years | 1.25 | -0.47 | -267% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement