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PPTRX vs PTEPX
PPTRX vs PTEPX Comparison
Open Charts PPTRX vs PTEPX
Putnam PA Tax Exempt Income R6
Price$8.31
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets96.77M
Putnam PA Tax Exempt Income A
Price$8.30
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets96.77M
PPTRX vs PTEPX Comparison Chart
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PPTRX vs. PTEPX commentary
May 24, 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 PPTRX is a Hold and PTEPX is a Hold.
FUNDAMENTALS
Fundamentals
PPTRX (96.8M) and PTEPX (96.8M) have equal amount of cash in the bank . PPTRX pays higher dividends than PTEPX: PPTRX (3.50) vs PTEPX (3.22). PPTRX was incepted earlier than PTEPX: PPTRX (7 years) vs PTEPX (36 years). PTEPX (0.89) is less costly to investors than PPTRX (0.61). PPTRX (22.00) and PTEPX (22.00) have comparable annual turnover. PPTRX (0) and PTEPX (0) have matching initial minimum investment requirements. PPTRX (-2.34) and PTEPX (-2.34) have marching annual gain over last year. PTEPX (-8.67) and PPTRX (-8.68) have equivalent 5 years return.
| PPTRX | PTEPX | PPTRX / PTEPX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | -3.248 | -3.252 | 100% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.8M | 96.8M | 100% |
| Annual Yield % from dividends | 3.50 | 3.22 | 109% |
| Returns for 1 year | -2.34 | -2.34 | 100% |
| Returns for 3 years | -2.11 | -2.11 | 100% |
| Returns for 5 years | -8.68 | -8.67 | 100% |
| Returns for 10 years | N/A | -7.10 | - |
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