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PTIMX vs RTEAX
PTIMX vs RTEAX Comparison
Open Charts PTIMX vs RTEAX
Performance Trust Municipal Bond Instl
Price$22.05
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets637.9M
Russell Inv Tax-Exempt Bond A
Price$21.65
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets5.97B
PTIMX vs RTEAX Comparison Chart in %
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PTIMX vs. RTEAX commentary
Sep 05, 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: 5.97B vs. PTIMX (638M). PTIMX pays higher dividends than RTEAX: PTIMX (3.97) vs RTEAX (3.32). 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 : 0.91 vs. PTIMX (-1.51). RTEAX return over 5 years is better than : -1.00 vs. PTIMX (-1.16).
| 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 | -0.898 | 1.219 | -74% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 5.97B | 11% |
| Annual Yield % from dividends | 3.97 | 3.32 | 119% |
| Returns for 1 year | -1.51 | 0.91 | -167% |
| Returns for 3 years | -1.42 | 8.30 | -17% |
| Returns for 5 years | -1.16 | -1.00 | 116% |
| Returns for 10 years | 19.58 | 2.55 | 767% |
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