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PTIMX vs TFEBX
PTIMX vs TFEBX Comparison
Open Charts PTIMX vs TFEBX
Performance Trust Municipal Bond Instl
Price$22.00
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets684.15M
American Funds Tax Exempt Bond F3
Price$12.09
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets23.46B
PTIMX vs TFEBX Comparison Chart
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PTIMX vs. TFEBX commentary
Apr 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 PTIMX is a Hold and TFEBX is a Hold.
FUNDAMENTALS
Fundamentals
TFEBX has more cash in the bank: 23.5B vs. PTIMX (684M). PTIMX pays higher dividends than TFEBX: PTIMX (3.79) vs TFEBX (3.22). 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 : 0.99 vs. TFEBX (-0.97). PTIMX return over 5 years is better than : 1.14 vs. TFEBX (-6.27).
| 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 | -2.200 | -2.421 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 23.5B | 3% |
| Annual Yield % from dividends | 3.79 | 3.22 | 118% |
| Returns for 1 year | 0.99 | -0.97 | -101% |
| Returns for 3 years | 3.36 | -2.56 | -131% |
| Returns for 5 years | 1.14 | -6.27 | -18% |
| Returns for 10 years | 16.11 | N/A | - |
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