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SMBAX vs TFEBX
SMBAX vs TFEBX Comparison
Open Charts SMBAX vs TFEBX
Saratoga Municipal Bond A
Price$8.44
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets453.21K
American Funds Tax Exempt Bond F3
Price$12.10
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets23.41B
SMBAX vs TFEBX Comparison Chart
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SMBAX vs. TFEBX commentary
Apr 28, 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 TFEBX is a Hold.
FUNDAMENTALS
Fundamentals
TFEBX has more cash in the bank: 23.4B vs. SMBAX (453K). TFEBX pays higher dividends than SMBAX: TFEBX (3.22) vs SMBAX (0.83). SMBAX was incepted earlier than TFEBX: SMBAX (19 years) vs TFEBX (8 years). SMBAX (4.90) is less costly to investors than TFEBX (0.25). SMBAX is a more actively managed with annual turnover of: 36.00 vs. TFEBX (33.00). SMBAX has a lower initial minimum investment than TFEBX: SMBAX (2500) vs TFEBX (1000000). SMBAX annual gain was more profitable for investors over the last year : -0.37 vs. TFEBX (-0.56). SMBAX return over 5 years is better than : -3.65 vs. TFEBX (-4.81).
| SMBAX | TFEBX | SMBAX / TFEBX | |
| Total Expense Ratio | 4.90 | 0.25 | 1,960% |
| Annual Report Gross Expense Ratio | 4.90 | 0.25 | 1,960% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | -1.517 | -2.341 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453K | 23.4B | 0% |
| Annual Yield % from dividends | 0.83 | 3.22 | 26% |
| Returns for 1 year | -0.37 | -0.56 | 66% |
| Returns for 3 years | -1.52 | -1.45 | 105% |
| Returns for 5 years | -3.65 | -4.81 | 76% |
| Returns for 10 years | -11.83 | N/A | - |
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