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PTIMX vs RLVSX
PTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSX
Performance Trust Municipal Bond Instl
Price$21.94
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets688.61M
Russell Inv Tax-Exempt Bond S
Price$21.42
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets5.78B
PTIMX vs RLVSX Comparison Chart
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PTIMX vs. RLVSX commentary
May 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 PTIMX is a Hold and RLVSX is a Hold.
FUNDAMENTALS
Fundamentals
RLVSX has more cash in the bank: 5.78B vs. PTIMX (689M). PTIMX pays higher dividends than RLVSX: PTIMX (3.87) vs RLVSX (3.61). 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 : 1.88 vs. PTIMX (0.55). RLVSX return over 5 years is better than : 0.06 vs. PTIMX (-0.03).
| PTIMX | RLVSX | PTIMX / RLVSX | |
| Total Expense Ratio | 0.50 | 0.51 | 98% |
| Annual Report Gross Expense Ratio | 0.50 | 0.57 | 88% |
| Fund Existence | 14 years | 40 years | - |
| Gain YTD | -2.335 | -0.420 | 556% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 5.78B | 12% |
| Annual Yield % from dividends | 3.87 | 3.61 | 107% |
| Returns for 1 year | 0.55 | 1.88 | 29% |
| Returns for 3 years | 5.37 | 6.50 | 83% |
| Returns for 5 years | -0.03 | 0.06 | -55% |
| Returns for 10 years | 18.31 | 1.06 | 1,727% |
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