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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
Aug 23, 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: 7.3B vs. PTIMX (761M). PTIMX pays higher dividends than RLVSX: PTIMX (3.99) vs RLVSX (3.56). 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 : 6.45 vs. RLVSX (4.21). RLVSX return over 5 years is better than : 1.16 vs. PTIMX (0.30).
| 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 | 0.804 | 0.767 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 7.3B | 10% |
| Annual Yield % from dividends | 3.99 | 3.56 | 112% |
| Returns for 1 year | 6.45 | 4.21 | 153% |
| Returns for 3 years | 14.66 | 11.49 | 128% |
| Returns for 5 years | 0.30 | 1.16 | 26% |
| Returns for 10 years | 16.52 | 3.25 | 508% |
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