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PTRMX vs RLVSX
PTRMX vs RLVSX Comparison
Open Charts PTRMX vs RLVSX
Performance Trust Municipal Bond A
Price$22.61
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets714.29M
Russell Inv Tax-Exempt Bond S
Price$21.64
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets5.78B
PTRMX vs RLVSX Comparison Chart
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PTRMX vs. RLVSX commentary
Jan 11, 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: 5.78B vs. PTRMX (714M). PTRMX pays higher dividends than RLVSX: PTRMX (3.51) vs RLVSX (3.24). PTRMX was incepted earlier than RLVSX: PTRMX (12 years) vs RLVSX (39 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 : 1.39 vs. PTRMX (0.86). PTRMX return over 5 years is better than : 0.97 vs. RLVSX (-2.54).
| PTRMX | RLVSX | PTRMX / RLVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 39 years | - |
| Gain YTD | -0.482 | -0.414 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 5.78B | 12% |
| Annual Yield % from dividends | 3.51 | 3.24 | 109% |
| Returns for 1 year | 0.86 | 1.39 | 62% |
| Returns for 3 years | -4.63 | -2.59 | 179% |
| Returns for 5 years | 0.97 | -2.54 | -38% |
| Returns for 10 years | 15.74 | -0.66 | -2,368% |
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