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PTIMX vs VTEAX
PTIMX vs VTEAX Comparison
Open Charts PTIMX vs VTEAX
Performance Trust Municipal Bond Instl
Price$21.94
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets688.61M
Vanguard Tax-Exempt Bond Index Admiral
Price$19.50
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets38.37B
PTIMX vs VTEAX Comparison Chart
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PTIMX vs. VTEAX commentary
May 25, 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 VTEAX is a Hold.
FUNDAMENTALS
Fundamentals
VTEAX has more cash in the bank: 38.4B vs. PTIMX (689M). PTIMX pays higher dividends than VTEAX: PTIMX (3.87) vs VTEAX (3.22). PTIMX was incepted earlier than VTEAX: PTIMX (14 years) vs VTEAX (10 years). PTIMX (0.50) is less costly to investors than VTEAX (0.07). PTIMX is a more actively managed with annual turnover of: 59.72 vs. VTEAX (19.00). PTIMX has a lower initial minimum investment than VTEAX: PTIMX (2500) vs VTEAX (3000). PTIMX annual gain was more profitable for investors over the last year : 0.55 vs. VTEAX (-1.84). PTIMX return over 5 years is better than : -0.03 vs. VTEAX (-8.26).
| PTIMX | VTEAX | PTIMX / VTEAX | |
| Total Expense Ratio | 0.50 | 0.07 | 714% |
| Annual Report Gross Expense Ratio | 0.50 | 0.07 | 714% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -2.335 | -2.480 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 38.4B | 2% |
| Annual Yield % from dividends | 3.87 | 3.22 | 120% |
| Returns for 1 year | 0.55 | -1.84 | -30% |
| Returns for 3 years | 5.37 | -1.37 | -392% |
| Returns for 5 years | -0.03 | -8.26 | 0% |
| Returns for 10 years | 18.31 | N/A | - |
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