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PTIMX vs VTEAX
PTIMX vs VTEAX Comparison
Open Charts PTIMX vs VTEAX
Performance Trust Municipal Bond Instl
Price$21.99
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets686.19M
Vanguard Tax-Exempt Bond Index Admiral
Price$19.53
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets38.13B
PTIMX vs VTEAX Comparison Chart in %
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PTIMX vs. VTEAX commentary
Jun 17, 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: 38.1B vs. PTIMX (686M). PTIMX pays higher dividends than VTEAX: PTIMX (3.87) vs VTEAX (3.25). 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 : -0.59 vs. VTEAX (-2.91). PTIMX return over 5 years is better than : -0.39 vs. VTEAX (-8.81).
| 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 | -1.666 | -2.430 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 38.1B | 2% |
| Annual Yield % from dividends | 3.87 | 3.25 | 119% |
| Returns for 1 year | -0.59 | -2.91 | 20% |
| Returns for 3 years | 7.81 | -0.12 | -6,623% |
| Returns for 5 years | -0.39 | -8.81 | 4% |
| Returns for 10 years | 19.17 | N/A | - |
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