Ad is loading...
PTRMX vs TFEBX
PTRMX vs TFEBX Comparison
Open Charts PTRMX vs TFEBX
Performance Trust Municipal Bond A
Price$22.61
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets714.29M
American Funds Tax Exempt Bond F3
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets24.03B
PTRMX vs TFEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PTRMX vs. TFEBX commentary
Jan 12, 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: 24B vs. PTRMX (714M). PTRMX pays higher dividends than TFEBX: PTRMX (3.51) vs TFEBX (3.08). PTRMX was incepted earlier than TFEBX: PTRMX (12 years) vs TFEBX (8 years). PTRMX is a more actively managed with annual turnover of: 68.24 vs. TFEBX (39.00). 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 : 0.86 vs. TFEBX (-0.87). PTRMX return over 5 years is better than : 0.97 vs. TFEBX (-6.29).
| PTRMX | TFEBX | PTRMX / TFEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | -0.482 | -0.726 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 24B | 3% |
| Annual Yield % from dividends | 3.51 | 3.08 | 114% |
| Returns for 1 year | 0.86 | -0.87 | -99% |
| Returns for 3 years | -4.63 | -7.94 | 58% |
| Returns for 5 years | 0.97 | -6.29 | -15% |
| Returns for 10 years | 15.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers