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PTRMX vs TFEBX
PTRMX vs TFEBX Comparison
Open Charts PTRMX vs TFEBX
Performance Trust Municipal Bond A
Price$22.04
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets686.19M
American Funds Tax Exempt Bond F3
Price$12.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.22B
PTRMX vs TFEBX Comparison Chart in %
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PTRMX vs. TFEBX 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 TFEBX is a Hold.
FUNDAMENTALS
Fundamentals
TFEBX has more cash in the bank: 23.2B vs. PTRMX (686M). PTRMX (3.44) and TFEBX (3.36) have matching dividends . PTRMX was incepted earlier than TFEBX: PTRMX (13 years) vs TFEBX (8 years). PTRMX (0.74) is less costly to investors than TFEBX (0.25). PTRMX is a more actively managed with annual turnover of: 59.72 vs. TFEBX (33.00). PTRMX has a lower initial minimum investment than TFEBX: PTRMX (1000) vs TFEBX (1000000). PTRMX annual gain was more profitable for investors over the last year : -0.83 vs. TFEBX (-2.17). PTRMX return over 5 years is better than : -1.43 vs. TFEBX (-7.74).
| PTRMX | TFEBX | PTRMX / TFEBX | |
| Total Expense Ratio | 0.74 | 0.25 | 296% |
| Annual Report Gross Expense Ratio | 0.74 | 0.25 | 296% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | -1.799 | -2.341 | 77% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 23.2B | 3% |
| Annual Yield % from dividends | 3.44 | 3.36 | 102% |
| Returns for 1 year | -0.83 | -2.17 | 38% |
| Returns for 3 years | 7.10 | 1.08 | 656% |
| Returns for 5 years | -1.43 | -7.74 | 19% |
| Returns for 10 years | 16.92 | N/A | - |
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