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SMBPX vs TFEBX
SMBPX vs TFEBX Comparison
Open Charts SMBPX vs TFEBX
Saratoga Municipal Bond I
Price$8.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets452.55K
American Funds Tax Exempt Bond F3
Price$12.09
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets23.46B
SMBPX vs TFEBX Comparison Chart
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SMBPX vs. TFEBX commentary
Apr 19, 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 SMBPX is a Hold and TFEBX is a Hold.
FUNDAMENTALS
Fundamentals
TFEBX has more cash in the bank: 23.5B vs. SMBPX (453K). TFEBX pays higher dividends than SMBPX: TFEBX (3.22) vs SMBPX (1.16). SMBPX was incepted earlier than TFEBX: SMBPX (31 years) vs TFEBX (8 years). SMBPX (4.49) is less costly to investors than TFEBX (0.25). SMBPX is a more actively managed with annual turnover of: 36.00 vs. TFEBX (33.00). SMBPX has a lower initial minimum investment than TFEBX: SMBPX (250) vs TFEBX (1000000). SMBPX annual gain was more profitable for investors over the last year : -0.47 vs. TFEBX (-0.97). SMBPX return over 5 years is better than : -2.48 vs. TFEBX (-6.27).
| SMBPX | TFEBX | SMBPX / TFEBX | |
| Total Expense Ratio | 4.49 | 0.25 | 1,796% |
| Annual Report Gross Expense Ratio | 4.49 | 0.25 | 1,796% |
| Fund Existence | 31 years | 8 years | - |
| Gain YTD | -1.484 | -2.421 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453K | 23.5B | 0% |
| Annual Yield % from dividends | 1.16 | 3.22 | 36% |
| Returns for 1 year | -0.47 | -0.97 | 49% |
| Returns for 3 years | -0.59 | -2.56 | 23% |
| Returns for 5 years | -2.48 | -6.27 | 40% |
| Returns for 10 years | -9.27 | N/A | - |