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PTRMX vs TEAFX
PTRMX vs TEAFX Comparison
Open Charts PTRMX vs TEAFX
Performance Trust Municipal Bond A
Price$22.10
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets638.11M
American Funds Tax-Exempt Bond F2
Price$12.17
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets23.07B
PTRMX vs TEAFX Comparison Chart in %
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PTRMX vs. TEAFX commentary
Sep 06, 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 PTRMX is a Hold and TEAFX is a Hold.
FUNDAMENTALS
Fundamentals
TEAFX has more cash in the bank: 23.1B vs. PTRMX (638M). PTRMX pays higher dividends than TEAFX: PTRMX (3.55) vs TEAFX (3.28). PTRMX was incepted earlier than TEAFX: PTRMX (13 years) vs TEAFX (17 years). PTRMX (0.74) is less costly to investors than TEAFX (0.35). PTRMX is a more actively managed with annual turnover of: 59.72 vs. TEAFX (33.00). TEAFX has a lower initial minimum investment than PTRMX: TEAFX (250) vs PTRMX (1000). PTRMX annual gain was more profitable for investors over the last year : -1.77 vs. TEAFX (-2.56). PTRMX return over 5 years is better than : -2.22 vs. TEAFX (-8.73).
| PTRMX | TEAFX | PTRMX / TEAFX | |
| Total Expense Ratio | 0.74 | 0.35 | 211% |
| Annual Report Gross Expense Ratio | 0.74 | 0.35 | 211% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | -1.097 | -1.776 | 62% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 23.1B | 3% |
| Annual Yield % from dividends | 3.55 | 3.28 | 108% |
| Returns for 1 year | -1.77 | -2.56 | 69% |
| Returns for 3 years | -1.35 | 1.31 | -103% |
| Returns for 5 years | -2.22 | -8.73 | 25% |
| Returns for 10 years | 17.30 | -2.74 | -631% |
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