Ad is loading...
PTIMX vs RTEAX
PTIMX vs RTEAX Comparison
Open Charts PTIMX vs RTEAX
Performance Trust Municipal Bond Instl
Price$22.88
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets725.32M
Russell Inv Tax-Exempt Bond A
Price$22.12
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.94B
PTIMX vs RTEAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PTIMX vs. RTEAX commentary
Mar 01, 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: 5.94B vs. PTIMX (725M). PTIMX pays higher dividends than RTEAX: PTIMX (3.77) vs RTEAX (2.95). PTIMX was incepted earlier than RTEAX: PTIMX (14 years) vs RTEAX (15 years). PTIMX is a more actively managed with annual turnover of: 68.24 vs. RTEAX (48.00). RTEAX has a lower initial minimum investment than PTIMX: RTEAX (0) vs PTIMX (2500). RTEAX (2.92) and PTIMX (2.89) have marching annual gain over last year. PTIMX return over 5 years is better than : 0.05 vs. RTEAX (-3.14).
| PTIMX | RTEAX | PTIMX / RTEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 0.857 | 1.451 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 5.94B | 12% |
| Annual Yield % from dividends | 3.77 | 2.95 | 128% |
| Returns for 1 year | 2.89 | 2.92 | 99% |
| Returns for 3 years | -0.41 | 1.01 | -40% |
| Returns for 5 years | 0.05 | -3.14 | -2% |
| Returns for 10 years | 20.77 | 1.68 | 1,234% |
View a ticker or compare two or three
VS
VS
Ad is loading...