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PTIMX vs RTEAX
PTIMX vs RTEAX Comparison
Open Charts PTIMX vs RTEAX
Performance Trust Municipal Bond Instl
Price$22.55
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets714.29M
Russell Inv Tax-Exempt Bond A
Price$21.74
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets5.78B
PTIMX vs RTEAX Comparison Chart
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PTIMX vs. RTEAX commentary
Jan 12, 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 (714M). 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). PTIMX (1.14) and RTEAX (1.09) have marching annual gain over last year. PTIMX return over 5 years is better than : 2.06 vs. RTEAX (-3.05).
| 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 | -0.439 | -0.412 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 5.78B | 12% |
| Annual Yield % from dividends | 3.77 | 2.95 | 128% |
| Returns for 1 year | 1.14 | 1.09 | 104% |
| Returns for 3 years | -4.07 | -3.13 | 130% |
| Returns for 5 years | 2.06 | -3.05 | -68% |
| Returns for 10 years | 17.71 | -0.95 | -1,862% |
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