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PTIMX vs RLVSX
PTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSX
Performance Trust Municipal Bond Instl
Price$21.94
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets639.45M
Russell Inv Tax-Exempt Bond S
Price$21.51
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets5.98B
PTIMX vs RLVSX Comparison Chart in %
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PTIMX vs. RLVSX commentary
Sep 04, 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: 5.98B vs. PTIMX (639M). PTIMX pays higher dividends than RLVSX: PTIMX (3.97) vs RLVSX (3.63). 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 : 1.03 vs. PTIMX (-1.34). RLVSX return over 5 years is better than : -0.43 vs. PTIMX (-1.25).
| 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 | -0.943 | 1.149 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 5.98B | 11% |
| Annual Yield % from dividends | 3.97 | 3.63 | 109% |
| Returns for 1 year | -1.34 | 1.03 | -131% |
| Returns for 3 years | 8.44 | 8.82 | 96% |
| Returns for 5 years | -1.25 | -0.43 | 291% |
| Returns for 10 years | 19.53 | 2.79 | 701% |
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