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PTRMX vs VTEAX
PTRMX vs VTEAX Comparison
Open Charts PTRMX vs VTEAX
Performance Trust Municipal Bond A
Price$21.83
Change-$0.27 (-1.22%)
VolumeN/A
Net Assets681.76M
Vanguard Tax-Exempt Bond Index Admiral
Price$19.26
Change-$0.22 (-1.13%)
VolumeN/A
Net Assets38.36B
PTRMX vs VTEAX Comparison Chart
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PTRMX vs. VTEAX 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 VTEAX is a Hold.
FUNDAMENTALS
Fundamentals
VTEAX has more cash in the bank: 38.4B vs. PTRMX (682M). PTRMX pays higher dividends than VTEAX: PTRMX (3.37) vs VTEAX (3.18). PTRMX was incepted earlier than VTEAX: PTRMX (13 years) vs VTEAX (10 years). PTRMX (0.74) is less costly to investors than VTEAX (0.07). PTRMX is a more actively managed with annual turnover of: 59.72 vs. VTEAX (19.00). PTRMX has a lower initial minimum investment than VTEAX: PTRMX (1000) vs VTEAX (3000). PTRMX annual gain was more profitable for investors over the last year : -0.58 vs. VTEAX (-3.39). PTRMX return over 5 years is better than : -0.45 vs. VTEAX (-7.98).
| PTRMX | VTEAX | PTRMX / VTEAX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.74 | 0.07 | 1,057% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | -3.602 | -3.680 | 98% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 38.4B | 2% |
| Annual Yield % from dividends | 3.37 | 3.18 | 106% |
| Returns for 1 year | -0.58 | -3.39 | 17% |
| Returns for 3 years | 0.67 | -4.36 | -15% |
| Returns for 5 years | -0.45 | -7.98 | 6% |
| Returns for 10 years | 12.59 | N/A | - |
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