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SMBAX vs TEAFX
SMBAX vs TEAFX Comparison
Open Charts SMBAX vs TEAFX
Saratoga Municipal Bond A
Price$8.49
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets289.8K
American Funds Tax-Exempt Bond F2
Price$12.09
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets23.4B
SMBAX vs TEAFX Comparison Chart
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SMBAX vs. TEAFX commentary
Jun 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 SMBAX is a Hold and TEAFX is a Hold.
FUNDAMENTALS
Fundamentals
TEAFX has more cash in the bank: 23.4B vs. SMBAX (290K). TEAFX pays higher dividends than SMBAX: TEAFX (3.24) vs SMBAX (0.83). SMBAX was incepted earlier than TEAFX: SMBAX (19 years) vs TEAFX (17 years). SMBAX (4.90) is less costly to investors than TEAFX (0.35). SMBAX is a more actively managed with annual turnover of: 36.00 vs. TEAFX (33.00). TEAFX has a lower initial minimum investment than SMBAX: TEAFX (250) vs SMBAX (2500). SMBAX annual gain was more profitable for investors over the last year : -0.25 vs. TEAFX (-1.47). SMBAX return over 5 years is better than : -4.29 vs. TEAFX (-7.46).
| SMBAX | TEAFX | SMBAX / TEAFX | |
| Total Expense Ratio | 4.90 | 0.35 | 1,400% |
| Annual Report Gross Expense Ratio | 4.90 | 0.35 | 1,400% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | -1.050 | -2.502 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290K | 23.4B | 0% |
| Annual Yield % from dividends | 0.83 | 3.24 | 26% |
| Returns for 1 year | -0.25 | -1.47 | 17% |
| Returns for 3 years | -1.29 | -2.27 | 57% |
| Returns for 5 years | -4.29 | -7.46 | 58% |
| Returns for 10 years | -10.60 | -3.09 | 343% |
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