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PAMIX vs PTEPX
PAMIX vs PTEPX Comparison
Open Charts PAMIX vs PTEPX
Federated Hermes PA Municipal Income IS
Price$9.62
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets96.48M
Putnam PA Tax Exempt Income A
Price$8.30
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets96.77M
PAMIX vs PTEPX Comparison Chart
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PAMIX vs. PTEPX commentary
May 23, 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
PTEPX (96.8M) and PAMIX (96.5M) have equal amount of cash in the bank . PAMIX pays higher dividends than PTEPX: PAMIX (3.41) vs PTEPX (3.22). 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 : 0.29 vs. PTEPX (-2.34). PAMIX return over 5 years is better than : 1.88 vs. PTEPX (-8.67).
| 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 | -1.990 | -3.252 | 61% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 96.8M | 100% |
| Annual Yield % from dividends | 3.41 | 3.22 | 106% |
| Returns for 1 year | 0.29 | -2.34 | -12% |
| Returns for 3 years | 6.13 | -2.11 | -291% |
| Returns for 5 years | 1.88 | -8.67 | -22% |
| Returns for 10 years | 13.83 | -7.10 | -195% |
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