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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
Jun 04, 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: 6.64B vs. PTIMX (751M). PTIMX pays higher dividends than RLVSX: PTIMX (3.92) vs RLVSX (3.55). 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 : 8.70 vs. RLVSX (6.16). PTIMX return over 5 years is better than : 2.43 vs. RLVSX (2.14).
| 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 | 2.191 | 1.531 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 6.64B | 11% |
| Annual Yield % from dividends | 3.92 | 3.55 | 111% |
| Returns for 1 year | 8.70 | 6.16 | 141% |
| Returns for 3 years | 14.20 | 11.99 | 118% |
| Returns for 5 years | 2.43 | 2.14 | 113% |
| Returns for 10 years | 20.51 | 4.96 | 413% |
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