PTIMX
Price
$22.10
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
676.28M
RLVSX
Price
$21.49
Change
-$0.01 (-0.05%)
Updated
Jul 3 closing price
Net Assets
5.91B
Interact to see
Advertisement

PTIMX vs RLVSX

Header iconPTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSXBanner chart's image
Performance Trust Municipal Bond Instl
Price$22.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets676.28M
Russell Inv Tax-Exempt Bond S
Price$21.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets5.91B
PTIMX vs RLVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PTIMX vs. RLVSX commentary
Jul 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 PTIMX is a Hold and RLVSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLVSX has more cash in the bank: 5.91B vs. PTIMX (676M). PTIMX pays higher dividends than RLVSX: PTIMX (3.89) vs RLVSX (3.64). PTIMX was incepted earlier than RLVSX: PTIMX (14 years) vs RLVSX (40 years). RLVSX (0.57) is less costly to investors than PTIMX (0.50). PTIMX is a more actively managed with annual turnover of: 59.72 vs. RLVSX (39.00). RLVSX has a lower initial minimum investment than PTIMX: RLVSX (0) vs PTIMX (2500). RLVSX annual gain was more profitable for investors over the last year : 1.83 vs. PTIMX (0.23). RLVSX return over 5 years is better than : -0.17 vs. PTIMX (-0.19).
PTIMXRLVSXPTIMX / RLVSX
Total Expense Ratio0.500.5198%
Annual Report Gross Expense Ratio0.500.5788%
Fund Existence14 years40 years-
Gain YTD-1.1160.514-217%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets676M5.91B11%
Annual Yield % from dividends3.893.64107%
Returns for 1 year0.231.8312%
Returns for 3 years-2.177.25-30%
Returns for 5 years-0.19-0.17113%
Returns for 10 years19.942.32860%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PLIBX38.620.30
+0.78%
Plumb Balanced Institutional
RSEDX17.480.13
+0.75%
Columbia Large Cap Value Inst2
CAAPX40.030.23
+0.58%
Ariel Appreciation Investor
RIGEX42.990.08
+0.19%
American Funds Intl Gr and Inc R4
RGYTX9.80N/A
N/A
Russell Inv Multi-Strategy Income M