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PTIMX vs TFEBX
PTIMX vs TFEBX Comparison
Open Charts PTIMX vs TFEBX
Performance Trust Municipal Bond Instl
Price$22.55
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets714.29M
American Funds Tax Exempt Bond F3
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets24.03B
PTIMX vs TFEBX Comparison Chart
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PTIMX vs. TFEBX commentary
Jan 12, 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: 24B vs. PTIMX (714M). PTIMX pays higher dividends than TFEBX: PTIMX (3.77) vs TFEBX (3.08). PTIMX was incepted earlier than TFEBX: PTIMX (14 years) vs TFEBX (8 years). PTIMX is a more actively managed with annual turnover of: 68.24 vs. TFEBX (39.00). 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 : 1.14 vs. TFEBX (-0.87). PTIMX return over 5 years is better than : 2.06 vs. TFEBX (-6.29).
| PTIMX | TFEBX | PTIMX / TFEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -0.439 | -0.726 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 24B | 3% |
| Annual Yield % from dividends | 3.77 | 3.08 | 122% |
| Returns for 1 year | 1.14 | -0.87 | -131% |
| Returns for 3 years | -4.07 | -7.94 | 51% |
| Returns for 5 years | 2.06 | -6.29 | -33% |
| Returns for 10 years | 17.71 | N/A | - |
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