Interact to see
Advertisement
Advertisement
PTRMX vs TEBCX
PTRMX vs TEBCX Comparison
Open Charts PTRMX vs TEBCX
Performance Trust Municipal Bond A
Price$22.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets676.28M
American Funds Tax-Exempt Bond C
Price$12.14
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets23.09B
PTRMX vs TEBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PTRMX vs. TEBCX commentary
Jul 07, 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 TEBCX is a Hold.
FUNDAMENTALS
Fundamentals
TEBCX has more cash in the bank: 23.1B vs. PTRMX (676M). PTRMX pays higher dividends than TEBCX: PTRMX (3.47) vs TEBCX (2.27). PTRMX was incepted earlier than TEBCX: PTRMX (13 years) vs TEBCX (24 years). TEBCX (1.29) is less costly to investors than PTRMX (0.74). PTRMX is a more actively managed with annual turnover of: 59.72 vs. TEBCX (33.00). TEBCX has a lower initial minimum investment than PTRMX: TEBCX (250) vs PTRMX (1000). PTRMX annual gain was more profitable for investors over the last year : -0.04 vs. TEBCX (-1.65). PTRMX return over 5 years is better than : -1.22 vs. TEBCX (-8.37).
| PTRMX | TEBCX | PTRMX / TEBCX | |
| Total Expense Ratio | 0.74 | 1.29 | 57% |
| Annual Report Gross Expense Ratio | 0.74 | 1.29 | 57% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -1.272 | -2.018 | 63% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 23.1B | 3% |
| Annual Yield % from dividends | 3.47 | 2.27 | 153% |
| Returns for 1 year | -0.04 | -1.65 | 2% |
| Returns for 3 years | -2.14 | -0.24 | 910% |
| Returns for 5 years | -1.22 | -8.37 | 15% |
| Returns for 10 years | 17.64 | -3.86 | -458% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers