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PTRMX vs RLVSX
PTRMX vs RLVSX Comparison
Open Charts PTRMX vs RLVSX
Performance Trust Municipal Bond A
Price$22.90
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets725.59M
Russell Inv Tax-Exempt Bond S
Price$22.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.94B
PTRMX vs RLVSX Comparison Chart
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PTRMX vs. RLVSX commentary
Mar 01, 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 PTRMX is a Hold and RLVSX is a Hold.
FUNDAMENTALS
Fundamentals
RLVSX has more cash in the bank: 5.94B vs. PTRMX (726M). PTRMX pays higher dividends than RLVSX: PTRMX (3.51) vs RLVSX (3.24). PTRMX was incepted earlier than RLVSX: PTRMX (12 years) vs RLVSX (40 years). PTRMX is a more actively managed with annual turnover of: 68.24 vs. RLVSX (48.00). RLVSX has a lower initial minimum investment than PTRMX: RLVSX (0) vs PTRMX (1000). RLVSX annual gain was more profitable for investors over the last year : 3.18 vs. PTRMX (2.83). PTRMX return over 5 years is better than : -0.89 vs. RLVSX (-2.66).
| PTRMX | RLVSX | PTRMX / RLVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 40 years | - |
| Gain YTD | 0.909 | 1.429 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 5.94B | 12% |
| Annual Yield % from dividends | 3.51 | 3.24 | 109% |
| Returns for 1 year | 2.83 | 3.18 | 89% |
| Returns for 3 years | -0.57 | 1.69 | -33% |
| Returns for 5 years | -0.89 | -2.66 | 33% |
| Returns for 10 years | 18.56 | 1.65 | 1,123% |
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