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CBTAX vs RLVSX
CBTAX vs RLVSX Comparison
Open Charts CBTAX vs RLVSX
Six Circles Tax Aware Bond
Price$9.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.8B
Russell Inv Tax-Exempt Bond S
Price$21.39
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets5.89B
CBTAX vs RLVSX Comparison Chart in %
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CBTAX vs. RLVSX commentary
Jul 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: 12.8B vs. RLVSX (5.89B). RLVSX (3.64) and CBTAX (3.48) 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. RLVSX annual gain was more profitable for investors over the last year : 0.57 vs. CBTAX (0.11). CBTAX return over 5 years is better than : 2.77 vs. RLVSX (-1.81).
| 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 | -0.848 | -0.048 | 1,781% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 5.89B | 217% |
| Annual Yield % from dividends | 3.48 | 3.64 | 96% |
| Returns for 1 year | 0.11 | 0.57 | 19% |
| Returns for 3 years | 6.84 | 5.68 | 120% |
| Returns for 5 years | 2.77 | -1.81 | -153% |
| Returns for 10 years | N/A | 1.35 | - |
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