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PTIMX vs RLVSX
PTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSX
Performance Trust Municipal Bond Instl
Price$22.05
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets686.19M
Russell Inv Tax-Exempt Bond S
Price$21.44
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.86B
PTIMX vs RLVSX Comparison Chart
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PTIMX vs. RLVSX commentary
Jun 16, 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: 5.86B vs. PTIMX (686M). PTIMX pays higher dividends than RLVSX: PTIMX (3.87) vs RLVSX (3.65). 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 : 1.28 vs. PTIMX (-0.44). PTIMX return over 5 years is better than : -0.46 vs. RLVSX (-0.51).
| 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 | -1.666 | -0.002 | 78,367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 5.86B | 12% |
| Annual Yield % from dividends | 3.87 | 3.65 | 106% |
| Returns for 1 year | -0.44 | 1.28 | -34% |
| Returns for 3 years | 7.79 | 7.83 | 99% |
| Returns for 5 years | -0.46 | -0.51 | 91% |
| Returns for 10 years | 19.27 | 1.71 | 1,130% |
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