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PTRMX vs RLVSX
PTRMX vs RLVSX Comparison
Open Charts PTRMX vs RLVSX
Performance Trust Municipal Bond A
Price$21.83
Change-$0.27 (-1.22%)
VolumeN/A
Net Assets681.76M
Russell Inv Tax-Exempt Bond S
Price$21.19
Change-$0.27 (-1.26%)
VolumeN/A
Net Assets5.74B
PTRMX vs RLVSX Comparison Chart
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PTRMX vs. RLVSX commentary
Apr 13, 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: 5.74B vs. PTRMX (682M). RLVSX pays higher dividends than PTRMX: RLVSX (3.55) vs PTRMX (3.37). PTRMX was incepted earlier than RLVSX: PTRMX (13 years) vs RLVSX (40 years). PTRMX (0.74) is less costly to investors than RLVSX (0.57). PTRMX is a more actively managed with annual turnover of: 59.72 vs. RLVSX (39.00). 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 : 0.47 vs. PTRMX (-0.58). PTRMX (-0.45) and RLVSX (-0.46) have equivalent 5 years return.
| PTRMX | RLVSX | PTRMX / RLVSX | |
| Total Expense Ratio | 0.74 | 0.51 | 145% |
| Annual Report Gross Expense Ratio | 0.74 | 0.57 | 130% |
| Fund Existence | 13 years | 40 years | - |
| Gain YTD | -3.602 | -1.792 | 201% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 5.74B | 12% |
| Annual Yield % from dividends | 3.37 | 3.55 | 95% |
| Returns for 1 year | -0.58 | 0.47 | -123% |
| Returns for 3 years | 0.67 | 2.71 | 25% |
| Returns for 5 years | -0.45 | -0.46 | 98% |
| Returns for 10 years | 12.59 | -1.53 | -821% |
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