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PTIMX vs RLVSX
PTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSX
Performance Trust Municipal Bond Instl
Price$22.55
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets714.29M
Russell Inv Tax-Exempt Bond S
Price$21.64
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets5.78B
PTIMX vs RLVSX Comparison Chart
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PTIMX vs. RLVSX commentary
Jan 11, 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 (714M). PTIMX pays higher dividends than RLVSX: PTIMX (3.77) vs RLVSX (3.24). PTIMX was incepted earlier than RLVSX: PTIMX (14 years) vs RLVSX (39 years). PTIMX is a more actively managed with annual turnover of: 68.24 vs. RLVSX (48.00). 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 : 1.39 vs. PTIMX (1.14). PTIMX return over 5 years is better than : 2.06 vs. RLVSX (-2.54).
| PTIMX | RLVSX | PTIMX / RLVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 39 years | - |
| Gain YTD | -0.439 | -0.414 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 5.78B | 12% |
| Annual Yield % from dividends | 3.77 | 3.24 | 116% |
| Returns for 1 year | 1.14 | 1.39 | 82% |
| Returns for 3 years | -4.07 | -2.59 | 157% |
| Returns for 5 years | 2.06 | -2.54 | -81% |
| Returns for 10 years | 17.71 | -0.66 | -2,663% |
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