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PTIMX vs VWITX
PTIMX vs VWITX Comparison
Open Charts PTIMX vs VWITX
Performance Trust Municipal Bond Instl
Price$22.55
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets714.29M
Vanguard Interm-Term Tx-Ex I
Price$13.50
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets77.07B
PTIMX vs VWITX Comparison Chart
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PTIMX vs. VWITX commentary
Jan 11, 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 VWITX is a Hold.
FUNDAMENTALS
Fundamentals
VWITX has more cash in the bank: 77.1B vs. PTIMX (714M). PTIMX pays higher dividends than VWITX: PTIMX (3.77) vs VWITX (2.80). PTIMX was incepted earlier than VWITX: PTIMX (14 years) vs VWITX (47 years). PTIMX is a more actively managed with annual turnover of: 68.24 vs. VWITX (43.00). PTIMX has a lower initial minimum investment than VWITX: PTIMX (2500) vs VWITX (3000). PTIMX annual gain was more profitable for investors over the last year : 1.14 vs. VWITX (-1.38). PTIMX return over 5 years is better than : 2.06 vs. VWITX (-6.74).
| PTIMX | VWITX | PTIMX / VWITX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 47 years | - |
| Gain YTD | -0.439 | -0.221 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 77.1B | 1% |
| Annual Yield % from dividends | 3.77 | 2.80 | 135% |
| Returns for 1 year | 1.14 | -1.38 | -82% |
| Returns for 3 years | -4.07 | -6.99 | 58% |
| Returns for 5 years | 2.06 | -6.74 | -31% |
| Returns for 10 years | 17.71 | -5.44 | -325% |
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