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PTRMX vs TEBCX
PTRMX vs TEBCX Comparison
Open Charts PTRMX vs TEBCX
Performance Trust Municipal Bond A
Price$22.90
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets725.59M
American Funds Tax-Exempt Bond C
Price$12.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets24.48B
PTRMX vs TEBCX Comparison Chart
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PTRMX vs. TEBCX commentary
Mar 01, 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: 24.5B vs. PTRMX (726M). 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 : 2.83 vs. TEBCX (0.94). PTRMX return over 5 years is better than : -0.89 vs. TEBCX (-7.89).
| 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 | 0.909 | 0.807 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 24.5B | 3% |
| Annual Yield % from dividends | 3.51 | 2.03 | 173% |
| Returns for 1 year | 2.83 | 0.94 | 300% |
| Returns for 3 years | -0.57 | -4.40 | 13% |
| Returns for 5 years | -0.89 | -7.89 | 11% |
| Returns for 10 years | 18.56 | -2.59 | -716% |
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