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PTIMX vs TFEBX
PTIMX vs TFEBX Comparison
Open Charts PTIMX vs TFEBX
Performance Trust Municipal Bond Instl
Price$21.94
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets688.61M
American Funds Tax Exempt Bond F3
Price$12.08
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets23.37B
PTIMX vs TFEBX Comparison Chart
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PTIMX vs. TFEBX commentary
May 25, 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 PTIMX is a Hold and TFEBX is a Hold.
FUNDAMENTALS
Fundamentals
TFEBX has more cash in the bank: 23.4B vs. PTIMX (689M). PTIMX pays higher dividends than TFEBX: PTIMX (3.87) vs TFEBX (3.33). PTIMX was incepted earlier than TFEBX: PTIMX (14 years) vs TFEBX (8 years). PTIMX (0.50) is less costly to investors than TFEBX (0.25). PTIMX is a more actively managed with annual turnover of: 59.72 vs. TFEBX (33.00). PTIMX has a lower initial minimum investment than TFEBX: PTIMX (2500) vs TFEBX (1000000). PTIMX annual gain was more profitable for investors over the last year : 0.55 vs. TFEBX (-1.05). PTIMX return over 5 years is better than : -0.03 vs. TFEBX (-6.63).
| PTIMX | TFEBX | PTIMX / TFEBX | |
| Total Expense Ratio | 0.50 | 0.25 | 200% |
| Annual Report Gross Expense Ratio | 0.50 | 0.25 | 200% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -2.335 | -2.502 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 23.4B | 3% |
| Annual Yield % from dividends | 3.87 | 3.33 | 116% |
| Returns for 1 year | 0.55 | -1.05 | -52% |
| Returns for 3 years | 5.37 | -0.33 | -1,646% |
| Returns for 5 years | -0.03 | -6.63 | 0% |
| Returns for 10 years | 18.31 | N/A | - |
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