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PTRMX vs RTEAX
PTRMX vs RTEAX Comparison
Open Charts PTRMX vs RTEAX
Performance Trust Municipal Bond A
Price$22.90
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets725.59M
Russell Inv Tax-Exempt Bond A
Price$22.11
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.94B
PTRMX vs RTEAX Comparison Chart
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PTRMX vs. RTEAX 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 RTEAX is a Hold.
FUNDAMENTALS
Fundamentals
RTEAX has more cash in the bank: 5.94B vs. PTRMX (726M). 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 (2.92) and PTRMX (2.83) have marching annual gain over last year. PTRMX return over 5 years is better than : -0.89 vs. RTEAX (-3.18).
| 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 | 0.909 | 1.405 | 65% |
| 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 | 2.95 | 119% |
| Returns for 1 year | 2.83 | 2.92 | 97% |
| Returns for 3 years | -0.57 | 1.14 | -50% |
| Returns for 5 years | -0.89 | -3.18 | 28% |
| Returns for 10 years | 18.56 | 1.29 | 1,440% |
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