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PTIMX vs RLVSX
PTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSX
Performance Trust Municipal Bond Instl
Price$21.98
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets684.29M
Russell Inv Tax-Exempt Bond S
Price$21.36
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets5.77B
PTIMX vs RLVSX Comparison Chart
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PTIMX vs. RLVSX commentary
Apr 17, 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: 5.77B vs. PTIMX (684M). PTIMX pays higher dividends than RLVSX: PTIMX (3.79) vs RLVSX (3.55). 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 : 1.00 vs. PTIMX (0.32). PTIMX return over 5 years is better than : 0.56 vs. RLVSX (-0.45).
| 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 | -2.763 | -1.143 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 5.77B | 12% |
| Annual Yield % from dividends | 3.79 | 3.55 | 107% |
| Returns for 1 year | 0.32 | 1.00 | 32% |
| Returns for 3 years | -4.73 | 3.44 | -138% |
| Returns for 5 years | 0.56 | -0.45 | -124% |
| Returns for 10 years | 15.45 | -0.88 | -1,750% |
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