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SMBAX vs TFEBX
SMBAX vs TFEBX Comparison
Open Charts SMBAX vs TFEBX
Saratoga Municipal Bond A
Price$8.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets291.67K
American Funds Tax Exempt Bond F3
Price$12.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.84B
SMBAX vs TFEBX Comparison Chart in %
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SMBAX vs. TFEBX commentary
Jul 24, 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: 22.8B vs. SMBAX (292K). TFEBX pays higher dividends than SMBAX: TFEBX (3.36) 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 : -1.05 vs. TFEBX (-3.05). SMBAX return over 5 years is better than : -4.61 vs. TFEBX (-9.69).
| 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 | -0.933 | -2.906 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292K | 22.8B | 0% |
| Annual Yield % from dividends | 0.83 | 3.36 | 25% |
| Returns for 1 year | -1.05 | -3.05 | 35% |
| Returns for 3 years | -0.94 | -1.94 | 48% |
| Returns for 5 years | -4.61 | -9.69 | 48% |
| Returns for 10 years | -10.87 | N/A | - |
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