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PTRMX vs TEBCX
PTRMX vs TEBCX Comparison
Open Charts PTRMX vs TEBCX
Performance Trust Municipal Bond A
Price$21.83
Change-$0.27 (-1.22%)
VolumeN/A
Net Assets681.76M
American Funds Tax-Exempt Bond C
Price$11.95
Change-$0.14 (-1.16%)
VolumeN/A
Net Assets23.29B
PTRMX vs TEBCX Comparison Chart
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PTRMX vs. TEBCX commentary
Apr 13, 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: 23.3B vs. PTRMX (682M). PTRMX pays higher dividends than TEBCX: PTRMX (3.37) vs TEBCX (2.17). 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 : -0.58 vs. TEBCX (-2.32). PTRMX return over 5 years is better than : -0.45 vs. TEBCX (-7.48).
| 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 | -3.602 | -3.551 | 101% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 23.3B | 3% |
| Annual Yield % from dividends | 3.37 | 2.17 | 155% |
| Returns for 1 year | -0.58 | -2.32 | 25% |
| Returns for 3 years | 0.67 | -4.30 | -16% |
| Returns for 5 years | -0.45 | -7.48 | 6% |
| Returns for 10 years | 12.59 | -6.94 | -181% |
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