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PTIMX vs VWIUX
PTIMX vs VWIUX Comparison
Open Charts PTIMX vs VWIUX
Performance Trust Municipal Bond Instl
Price$22.11
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets692.01M
Vanguard Interm-Term Tx-Ex Adm
Price$13.33
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets77.77B
PTIMX vs VWIUX Comparison Chart
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PTIMX vs. VWIUX commentary
Apr 30, 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: 77.8B vs. PTIMX (692M). PTIMX pays higher dividends than VWIUX: PTIMX (3.79) vs VWIUX (3.17). PTIMX was incepted earlier than VWIUX: PTIMX (14 years) vs VWIUX (24 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 : 1.62 vs. VWIUX (-1.19). PTIMX return over 5 years is better than : 3.85 vs. VWIUX (-5.39).
| 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 | 24 years | - |
| Gain YTD | -1.844 | -1.842 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 77.8B | 1% |
| Annual Yield % from dividends | 3.79 | 3.17 | 119% |
| Returns for 1 year | 1.62 | -1.19 | -137% |
| Returns for 3 years | 5.05 | -0.89 | -566% |
| Returns for 5 years | 3.85 | -5.39 | -71% |
| Returns for 10 years | 18.14 | -5.52 | -328% |
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