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PTIMX vs RLVSX
PTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSX
Performance Trust Municipal Bond Instl
Price$22.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets676.28M
Russell Inv Tax-Exempt Bond S
Price$21.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets5.91B
PTIMX vs RLVSX Comparison Chart in %
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PTIMX vs. RLVSX commentary
Jul 07, 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: 5.91B vs. PTIMX (676M). 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 : 1.83 vs. PTIMX (0.23). RLVSX return over 5 years is better than : -0.17 vs. PTIMX (-0.19).
| 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 | -1.116 | 0.514 | -217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 5.91B | 11% |
| Annual Yield % from dividends | 3.89 | 3.64 | 107% |
| Returns for 1 year | 0.23 | 1.83 | 12% |
| Returns for 3 years | -2.17 | 7.25 | -30% |
| Returns for 5 years | -0.19 | -0.17 | 113% |
| Returns for 10 years | 19.94 | 2.32 | 860% |
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