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PTRMX vs TFEBX
PTRMX vs TFEBX Comparison
Open Charts PTRMX vs TFEBX
Performance Trust Municipal Bond A
Price$22.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets676.28M
American Funds Tax Exempt Bond F3
Price$12.14
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets23.09B
PTRMX vs TFEBX Comparison Chart in %
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PTRMX vs. TFEBX commentary
Jul 07, 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: 23.1B vs. PTRMX (676M). PTRMX (3.47) 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 : -0.04 vs. TFEBX (-1.53). PTRMX return over 5 years is better than : -1.22 vs. TFEBX (-7.91).
| 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 | -1.272 | -2.018 | 63% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 23.1B | 3% |
| Annual Yield % from dividends | 3.47 | 3.36 | 103% |
| Returns for 1 year | -0.04 | -1.53 | 2% |
| Returns for 3 years | -2.14 | 0.01 | -42,180% |
| Returns for 5 years | -1.22 | -7.91 | 15% |
| Returns for 10 years | 17.64 | N/A | - |
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