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PTRMX vs TFEBX
PTRMX vs TFEBX Comparison
Open Charts PTRMX vs TFEBX
Performance Trust Municipal Bond A
Price$21.99
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets688.61M
American Funds Tax Exempt Bond F3
Price$12.08
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets23.37B
PTRMX vs TFEBX Comparison Chart
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PTRMX vs. TFEBX 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 TFEBX is a Hold.
FUNDAMENTALS
Fundamentals
TFEBX has more cash in the bank: 23.4B vs. PTRMX (689M). PTRMX (3.44) and TFEBX (3.33) 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 : 0.32 vs. TFEBX (-1.05). PTRMX return over 5 years is better than : -1.09 vs. TFEBX (-6.63).
| 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 | -2.421 | -2.502 | 97% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 23.4B | 3% |
| Annual Yield % from dividends | 3.44 | 3.33 | 103% |
| Returns for 1 year | 0.32 | -1.05 | -31% |
| Returns for 3 years | 4.72 | -0.33 | -1,446% |
| Returns for 5 years | -1.09 | -6.63 | 17% |
| Returns for 10 years | 16.22 | N/A | - |
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