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CBTAX vs RLVSX
CBTAX vs RLVSX Comparison
Open Charts CBTAX vs RLVSX
Six Circles Tax Aware Bond
Price$9.52
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets11.81B
Russell Inv Tax-Exempt Bond S
Price$21.39
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets5.78B
CBTAX vs RLVSX Comparison Chart
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CBTAX vs. RLVSX commentary
May 23, 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 CBTAX is a Hold and RLVSX is a Hold.
FUNDAMENTALS
Fundamentals
CBTAX has more cash in the bank: 11.8B vs. RLVSX (5.78B). RLVSX (3.61) and CBTAX (3.45) have matching dividends . CBTAX was incepted earlier than RLVSX: CBTAX (5 years) vs RLVSX (40 years). RLVSX (0.57) is less costly to investors than CBTAX (0.27). RLVSX is a more actively managed with annual turnover of: 39.00 vs. CBTAX (12.29). CBTAX (0) and RLVSX (0) have matching initial minimum investment requirements. CBTAX annual gain was more profitable for investors over the last year : 1.63 vs. RLVSX (1.50). CBTAX return over 5 years is better than : 4.78 vs. RLVSX (-0.08).
| CBTAX | RLVSX | CBTAX / RLVSX | |
| Total Expense Ratio | 0.13 | 0.51 | 25% |
| Annual Report Gross Expense Ratio | 0.27 | 0.57 | 47% |
| Fund Existence | 5 years | 40 years | - |
| Gain YTD | -1.009 | -0.559 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 5.78B | 204% |
| Annual Yield % from dividends | 3.45 | 3.61 | 96% |
| Returns for 1 year | 1.63 | 1.50 | 109% |
| Returns for 3 years | 9.21 | 6.94 | 133% |
| Returns for 5 years | 4.78 | -0.08 | -5,931% |
| Returns for 10 years | N/A | 1.01 | - |
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