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PTRMX vs TEBCX
PTRMX vs TEBCX Comparison
Open Charts PTRMX vs TEBCX
Performance Trust Municipal Bond A
Price$21.99
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets688.61M
American Funds Tax-Exempt Bond C
Price$12.08
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets23.37B
PTRMX vs TEBCX Comparison Chart
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PTRMX vs. TEBCX commentary
May 25, 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: 23.4B vs. PTRMX (689M). PTRMX pays higher dividends than TEBCX: PTRMX (3.44) vs TEBCX (2.24). 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 : 0.32 vs. TEBCX (-1.17). PTRMX return over 5 years is better than : -1.09 vs. TEBCX (-7.26).
| 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 | -2.421 | -2.502 | 97% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 23.4B | 3% |
| Annual Yield % from dividends | 3.44 | 2.24 | 154% |
| Returns for 1 year | 0.32 | -1.17 | -27% |
| Returns for 3 years | 4.72 | -0.57 | -834% |
| Returns for 5 years | -1.09 | -7.26 | 15% |
| Returns for 10 years | 16.22 | -4.55 | -356% |
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