PTIMX
Price
$21.79
Change
+$0.01 (+0.05%)
Updated
Jul 25 closing price
Net Assets
646.78M
RLVSX
Price
$21.40
Change
+$0.01 (+0.05%)
Updated
Jul 25 closing price
Net Assets
5.9B
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PTIMX vs RLVSX

Header iconPTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSXBanner chart's image
Performance Trust Municipal Bond Instl
Price$21.79
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets646.78M
Russell Inv Tax-Exempt Bond S
Price$21.40
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.9B
PTIMX vs RLVSX Comparison Chart in %
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PTIMX vs. RLVSX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
RLVSX has more cash in the bank: 5.9B vs. PTIMX (647M). 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 : 0.76 vs. PTIMX (-1.55). RLVSX return over 5 years is better than : -1.84 vs. PTIMX (-2.59).
PTIMXRLVSXPTIMX / RLVSX
Total Expense Ratio0.500.5198%
Annual Report Gross Expense Ratio0.500.5788%
Fund Existence14 years40 years-
Gain YTD-2.1490.093-2,319%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets647M5.9B11%
Annual Yield % from dividends3.893.64107%
Returns for 1 year-1.550.76-203%
Returns for 3 years3.875.6369%
Returns for 5 years-2.59-1.84141%
Returns for 10 years17.871.451,234%
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