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PTIMX vs RTEAX
PTIMX vs RTEAX Comparison
Open Charts PTIMX vs RTEAX
Performance Trust Municipal Bond Instl
Price$22.00
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets684.15M
Russell Inv Tax-Exempt Bond A
Price$21.48
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets5.78B
PTIMX vs RTEAX Comparison Chart
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PTIMX vs. RTEAX commentary
Apr 19, 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 RTEAX is a Hold.
FUNDAMENTALS
Fundamentals
RTEAX has more cash in the bank: 5.78B vs. PTIMX (684M). PTIMX pays higher dividends than RTEAX: PTIMX (3.79) vs RTEAX (3.25). PTIMX was incepted earlier than RTEAX: PTIMX (14 years) vs RTEAX (15 years). RTEAX (0.82) is less costly to investors than PTIMX (0.50). PTIMX is a more actively managed with annual turnover of: 59.72 vs. RTEAX (39.00). RTEAX has a lower initial minimum investment than PTIMX: RTEAX (0) vs PTIMX (2500). RTEAX annual gain was more profitable for investors over the last year : 1.12 vs. PTIMX (0.99). PTIMX return over 5 years is better than : 1.14 vs. RTEAX (-0.76).
| PTIMX | RTEAX | PTIMX / RTEAX | |
| Total Expense Ratio | 0.50 | 0.80 | 63% |
| Annual Report Gross Expense Ratio | 0.50 | 0.82 | 61% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -2.200 | -0.968 | 227% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 5.78B | 12% |
| Annual Yield % from dividends | 3.79 | 3.25 | 117% |
| Returns for 1 year | 0.99 | 1.12 | 88% |
| Returns for 3 years | 3.36 | 3.30 | 102% |
| Returns for 5 years | 1.14 | -0.76 | -150% |
| Returns for 10 years | 16.11 | -1.00 | -1,616% |
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