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PTIMX vs RTEAX
PTIMX vs RTEAX Comparison
Open Charts PTIMX vs RTEAX
Performance Trust Municipal Bond Instl
Price$22.81
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets668.53M
Russell Inv Tax-Exempt Bond A
Price$22.05
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets6.21B
PTIMX vs RTEAX Comparison Chart in %
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PTIMX vs. RTEAX commentary
Nov 21, 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: 6.21B vs. PTIMX (669M). PTIMX pays higher dividends than RTEAX: PTIMX (3.92) 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). PTIMX annual gain was more profitable for investors over the last year : 3.35 vs. RTEAX (3.15). PTIMX return over 5 years is better than : 1.86 vs. RTEAX (0.61).
| 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 | 3.779 | 3.647 | 104% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 6.21B | 11% |
| Annual Yield % from dividends | 3.92 | 3.32 | 118% |
| Returns for 1 year | 3.35 | 3.15 | 106% |
| Returns for 3 years | 15.21 | 12.03 | 126% |
| Returns for 5 years | 1.86 | 0.61 | 306% |
| Returns for 10 years | 23.53 | 4.20 | 561% |
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