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PTIMX vs TFEBX
PTIMX vs TFEBX Comparison
Open Charts PTIMX vs TFEBX
Performance Trust Municipal Bond Instl
Price$22.88
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets725.32M
American Funds Tax Exempt Bond F3
Price$12.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets24.47B
PTIMX vs TFEBX Comparison Chart
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PTIMX vs. TFEBX commentary
Mar 01, 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: 24.5B vs. PTIMX (725M). 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 : 2.89 vs. TFEBX (1.07). PTIMX return over 5 years is better than : 0.05 vs. TFEBX (-7.27).
| 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 | 0.857 | 0.807 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 24.5B | 3% |
| Annual Yield % from dividends | 3.77 | 3.08 | 122% |
| Returns for 1 year | 2.89 | 1.07 | 270% |
| Returns for 3 years | -0.41 | -4.39 | 9% |
| Returns for 5 years | 0.05 | -7.27 | -1% |
| Returns for 10 years | 20.77 | N/A | - |
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