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PAMIX vs PTEPX
PAMIX vs PTEPX Comparison
Open Charts PAMIX vs PTEPX
Federated Hermes PA Municipal Income IS
Price$9.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.71M
Putnam PA Tax Exempt Income A
Price$8.33
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets95.12M
PAMIX vs PTEPX Comparison Chart in %
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PAMIX vs. PTEPX commentary
Jun 19, 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 PAMIX is a Hold and PTEPX is a Hold.
FUNDAMENTALS
Fundamentals
PAMIX (96.7M) and PTEPX (95.1M) have equal amount of cash in the bank . PAMIX pays higher dividends than PTEPX: PAMIX (3.46) vs PTEPX (3.25). PAMIX was incepted earlier than PTEPX: PAMIX (5 years) vs PTEPX (36 years). PTEPX (0.89) is less costly to investors than PAMIX (0.77). PAMIX is a more actively managed with annual turnover of: 26.00 vs. PTEPX (22.00). PTEPX has a lower initial minimum investment than PAMIX: PTEPX (0) vs PAMIX (1000000). PAMIX annual gain was more profitable for investors over the last year : -0.38 vs. PTEPX (-3.20). PAMIX return over 5 years is better than : 1.42 vs. PTEPX (-9.60).
| PAMIX | PTEPX | PAMIX / PTEPX | |
| Total Expense Ratio | 0.53 | 0.89 | 60% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 5 years | 36 years | - |
| Gain YTD | -1.688 | -3.087 | 55% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.7M | 95.1M | 102% |
| Annual Yield % from dividends | 3.46 | 3.25 | 106% |
| Returns for 1 year | -0.38 | -3.20 | 12% |
| Returns for 3 years | 7.06 | -0.89 | -791% |
| Returns for 5 years | 1.42 | -9.60 | -15% |
| Returns for 10 years | 14.03 | -6.94 | -202% |
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