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PTIMX vs RLVSX
PTIMX vs RLVSX Comparison
Open Charts PTIMX vs RLVSX
PTIMX vs RLVSX Comparison Chart in %
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PTIMX vs. RLVSX commentary
Sep 13, 2026
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: 7.17B vs. PTIMX (742M). PTIMX pays higher dividends than RLVSX: PTIMX (3.98) vs RLVSX (3.57). PTIMX was incepted earlier than RLVSX: PTIMX (15 years) vs RLVSX (41 years). RLVSX (0.57) is less costly to investors than PTIMX (0.48). PTIMX is a more actively managed with annual turnover of: 62.00 vs. RLVSX (45.00). RLVSX has a lower initial minimum investment than PTIMX: RLVSX (0) vs PTIMX (2500). PTIMX annual gain was more profitable for investors over the last year : 1.02 vs. RLVSX (0.19). RLVSX return over 5 years is better than : -0.43 vs. PTIMX (-1.66).
| PTIMX | RLVSX | PTIMX / RLVSX | |
| Total Expense Ratio | 0.48 | 0.51 | 94% |
| Annual Report Gross Expense Ratio | 0.48 | 0.57 | 84% |
| Fund Existence | 15 years | 41 years | - |
| Gain YTD | -1.358 | -1.104 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 7.17B | 10% |
| Annual Yield % from dividends | 3.98 | 3.57 | 111% |
| Returns for 1 year | 1.02 | 0.19 | 537% |
| Returns for 3 years | 12.20 | 9.30 | 131% |
| Returns for 5 years | -1.66 | -0.43 | 388% |
| Returns for 10 years | 15.04 | 1.98 | 760% |
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