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PTRMX vs RTEAX
PTRMX vs RTEAX Comparison
Open Charts PTRMX vs RTEAX
Performance Trust Municipal Bond A
Price$22.61
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets714.29M
Russell Inv Tax-Exempt Bond A
Price$21.74
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets5.78B
PTRMX vs RTEAX Comparison Chart
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PTRMX vs. RTEAX 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 RTEAX is a Hold.
FUNDAMENTALS
Fundamentals
RTEAX has more cash in the bank: 5.78B vs. PTRMX (714M). PTRMX pays higher dividends than RTEAX: PTRMX (3.51) vs RTEAX (2.95). PTRMX was incepted earlier than RTEAX: PTRMX (12 years) vs RTEAX (15 years). PTRMX is a more actively managed with annual turnover of: 68.24 vs. RTEAX (48.00). RTEAX has a lower initial minimum investment than PTRMX: RTEAX (0) vs PTRMX (1000). RTEAX annual gain was more profitable for investors over the last year : 1.09 vs. PTRMX (0.86). PTRMX return over 5 years is better than : 0.97 vs. RTEAX (-3.05).
| PTRMX | RTEAX | PTRMX / RTEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | -0.482 | -0.412 | 117% |
| 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 | 2.95 | 119% |
| Returns for 1 year | 0.86 | 1.09 | 79% |
| Returns for 3 years | -4.63 | -3.13 | 148% |
| Returns for 5 years | 0.97 | -3.05 | -32% |
| Returns for 10 years | 15.74 | -0.95 | -1,655% |
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