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PTRMX vs TEBCX
PTRMX vs TEBCX Comparison
Open Charts PTRMX vs TEBCX
Performance Trust Municipal Bond A
Price$22.04
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets686.19M
American Funds Tax-Exempt Bond C
Price$12.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.22B
PTRMX vs TEBCX Comparison Chart in %
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PTRMX vs. TEBCX commentary
Jun 17, 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: 23.2B vs. PTRMX (686M). PTRMX pays higher dividends than TEBCX: PTRMX (3.44) vs TEBCX (2.26). 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 : -0.83 vs. TEBCX (-2.29). PTRMX return over 5 years is better than : -1.43 vs. TEBCX (-8.28).
| 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 | -1.799 | -2.341 | 77% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 23.2B | 3% |
| Annual Yield % from dividends | 3.44 | 2.26 | 152% |
| Returns for 1 year | -0.83 | -2.29 | 36% |
| Returns for 3 years | 7.10 | 0.84 | 846% |
| Returns for 5 years | -1.43 | -8.28 | 17% |
| Returns for 10 years | 16.92 | -4.32 | -392% |
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