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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+$0.01 (+0.05%)
VolumeN/A
Net Assets687.23M
American Funds Tax Exempt Bond F3
Price$12.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.03B
PTIMX vs TFEBX Comparison Chart in %
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PTIMX vs. TFEBX commentary
Jun 21, 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: 23B vs. PTIMX (687M). PTIMX pays higher dividends than TFEBX: PTIMX (3.87) vs TFEBX (3.36). 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 : -0.49 vs. TFEBX (-2.01). PTIMX return over 5 years is better than : -0.41 vs. TFEBX (-7.80).
| 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 | -1.608 | -2.260 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 23B | 3% |
| Annual Yield % from dividends | 3.87 | 3.36 | 115% |
| Returns for 1 year | -0.49 | -2.01 | 24% |
| Returns for 3 years | 8.02 | 1.25 | 642% |
| Returns for 5 years | -0.41 | -7.80 | 5% |
| Returns for 10 years | 19.50 | N/A | - |
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