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PTRMX vs TEBCX
PTRMX vs TEBCX Comparison
Open Charts PTRMX vs TEBCX
Performance Trust Municipal Bond A
Price$22.61
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets714.29M
American Funds Tax-Exempt Bond C
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets24.03B
PTRMX vs TEBCX Comparison Chart
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PTRMX vs. TEBCX commentary
Jan 11, 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: 24B vs. PTRMX (714M). PTRMX pays higher dividends than TEBCX: PTRMX (3.51) vs TEBCX (2.03). PTRMX was incepted earlier than TEBCX: PTRMX (12 years) vs TEBCX (24 years). PTRMX is a more actively managed with annual turnover of: 68.24 vs. TEBCX (39.00). 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 : 0.86 vs. TEBCX (-0.99). PTRMX return over 5 years is better than : 0.97 vs. TEBCX (-7.07).
| PTRMX | TEBCX | PTRMX / TEBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -0.482 | -0.726 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 24B | 3% |
| Annual Yield % from dividends | 3.51 | 2.03 | 173% |
| Returns for 1 year | 0.86 | -0.99 | -87% |
| Returns for 3 years | -4.63 | -8.16 | 57% |
| Returns for 5 years | 0.97 | -7.07 | -14% |
| Returns for 10 years | 15.74 | -4.73 | -333% |
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