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PTIMX vs RLVSX
PTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSX
Performance Trust Municipal Bond Instl
Price$22.84
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets725.59M
Russell Inv Tax-Exempt Bond S
Price$22.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.94B
PTIMX vs RLVSX Comparison Chart
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PTIMX vs. RLVSX commentary
Mar 01, 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.
FUNDAMENTALS
Fundamentals
RLVSX has more cash in the bank: 5.94B vs. PTIMX (726M). PTIMX pays higher dividends than RLVSX: PTIMX (3.77) vs RLVSX (3.24). PTIMX was incepted earlier than RLVSX: PTIMX (14 years) vs RLVSX (40 years). PTIMX is a more actively managed with annual turnover of: 68.24 vs. RLVSX (48.00). RLVSX has a lower initial minimum investment than PTIMX: RLVSX (0) vs PTIMX (2500). RLVSX (3.18) and PTIMX (3.07) have marching annual gain over last year. PTIMX return over 5 years is better than : 0.14 vs. RLVSX (-2.66).
| PTIMX | RLVSX | PTIMX / RLVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 40 years | - |
| Gain YTD | 0.945 | 1.429 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 5.94B | 12% |
| Annual Yield % from dividends | 3.77 | 3.24 | 116% |
| Returns for 1 year | 3.07 | 3.18 | 96% |
| Returns for 3 years | 0.00 | 1.69 | 0% |
| Returns for 5 years | 0.14 | -2.66 | -5% |
| Returns for 10 years | 20.67 | 1.65 | 1,251% |
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