PTIMX
Price
$22.85
Change
+$0.03 (+0.13%)
Updated
Oct 30 closing price
VWIUX
Price
$13.59
Change
+$0.01 (+0.07%)
Updated
Oct 30 closing price
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PTIMX vs VWIUX

Header iconPTIMX vs VWIUX Comparison
Open Charts PTIMX vs VWIUXBanner chart's image
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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VS
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).
PTIMXVWIUXPTIMX / VWIUX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence13 years24 years-
Gain YTD1.262-1.164-108%
Front LoadN/AN/A-
Min. Initial Investment2500500005%
Min. Initial Investment IRAN/AN/A-
Net Assets742M76.3B1%
Annual Yield % from dividends3.772.88131%
Returns for 1 year13.685.68241%
Returns for 3 years-3.60-7.0951%
Returns for 5 years3.11-5.61-55%
Returns for 10 years20.82-4.04-515%
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