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PTIMX vs RLVSX
PTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSX
Performance Trust Municipal Bond Instl
Price$22.80
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets670.52M
Russell Inv Tax-Exempt Bond S
Price$21.97
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets6.21B
PTIMX vs RLVSX Comparison Chart in %
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PTIMX vs. RLVSX commentary
Nov 21, 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: 6.21B vs. PTIMX (671M). PTIMX pays higher dividends than RLVSX: PTIMX (3.92) vs RLVSX (3.62). 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 (3.55) and PTIMX (3.39) have marching annual gain over last year. PTIMX return over 5 years is better than : 1.91 vs. RLVSX (1.52).
| 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 | 3.824 | 3.996 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 6.21B | 11% |
| Annual Yield % from dividends | 3.92 | 3.62 | 108% |
| Returns for 1 year | 3.39 | 3.55 | 96% |
| Returns for 3 years | 15.26 | 12.98 | 118% |
| Returns for 5 years | 1.91 | 1.52 | 126% |
| Returns for 10 years | 23.69 | 4.90 | 483% |
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