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PTIMX vs VWIUX
PTIMX vs VWIUX Comparison
Open Charts PTIMX vs VWIUX
Performance Trust Municipal Bond Instl
Price$21.94
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets639.45M
Vanguard Interm-Term Tx-Ex Adm
Price$13.47
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets78.18B
PTIMX vs VWIUX Comparison Chart in %
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PTIMX vs. VWIUX commentary
Sep 04, 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 VWIUX is a Hold.
FUNDAMENTALS
Fundamentals
VWIUX has more cash in the bank: 78.2B vs. PTIMX (639M). PTIMX pays higher dividends than VWIUX: PTIMX (3.97) vs VWIUX (3.26). PTIMX was incepted earlier than VWIUX: PTIMX (14 years) vs VWIUX (25 years). PTIMX (0.50) is less costly to investors than VWIUX (0.09). PTIMX is a more actively managed with annual turnover of: 59.72 vs. VWIUX (31.00). 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 : -1.34 vs. VWIUX (-1.90). PTIMX return over 5 years is better than : -1.25 vs. VWIUX (-8.42).
| PTIMX | VWIUX | PTIMX / VWIUX | |
| Total Expense Ratio | 0.50 | 0.09 | 556% |
| Annual Report Gross Expense Ratio | 0.50 | 0.09 | 556% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -0.943 | -0.884 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 78.2B | 1% |
| Annual Yield % from dividends | 3.97 | 3.26 | 122% |
| Returns for 1 year | -1.34 | -1.90 | 71% |
| Returns for 3 years | 8.44 | 0.82 | 1,025% |
| Returns for 5 years | -1.25 | -8.42 | 15% |
| Returns for 10 years | 19.53 | -4.19 | -466% |
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