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PTIMX vs VWIUX
PTIMX vs VWIUX Comparison
Open Charts PTIMX vs VWIUX
Performance Trust Municipal Bond Instl
Price$22.85
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Interm-Term Tx-Ex Adm
Price$13.59
Change+$0.01 (+0.07%)
VolumeN/A
CapitalizationN/A
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PTIMX vs VWIUX Comparison Chart
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PTIMX vs. VWIUX commentary
Oct 31, 2024
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 VWIUX is a Hold.
FUNDAMENTALS
Fundamentals
VWIUX has more cash in the bank: 76.3B vs. PTIMX (742M). PTIMX pays higher dividends than VWIUX: PTIMX (3.77) vs VWIUX (2.88). PTIMX was incepted earlier than VWIUX: PTIMX (13 years) vs VWIUX (24 years). PTIMX is a more actively managed with annual turnover of: 68.24 vs. VWIUX (43.00). PTIMX has a lower initial minimum investment than VWIUX: PTIMX (2500) vs VWIUX (50000). PTIMX annual gain was more profitable for investors over the last year : 13.68 vs. VWIUX (5.68). PTIMX return over 5 years is better than : 3.11 vs. VWIUX (-5.61).
| PTIMX | VWIUX | PTIMX / VWIUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 1.262 | -1.164 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 76.3B | 1% |
| Annual Yield % from dividends | 3.77 | 2.88 | 131% |
| Returns for 1 year | 13.68 | 5.68 | 241% |
| Returns for 3 years | -3.60 | -7.09 | 51% |
| Returns for 5 years | 3.11 | -5.61 | -55% |
| Returns for 10 years | 20.82 | -4.04 | -515% |
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