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CBTAX vs RLVSX
CBTAX vs RLVSX Comparison
Open Charts CBTAX vs RLVSX
Six Circles Tax Aware Bond
Price$9.54
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets11.75B
Russell Inv Tax-Exempt Bond S
Price$21.38
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets5.78B
CBTAX vs RLVSX Comparison Chart
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CBTAX vs. RLVSX commentary
Apr 19, 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 (3.55) and CBTAX (3.39) 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 (0.28). RLVSX is a more actively managed with annual turnover of: 39.00 vs. CBTAX (12.31). CBTAX (0) and RLVSX (0) have matching initial minimum investment requirements. CBTAX annual gain was more profitable for investors over the last year : 1.59 vs. RLVSX (1.37).
| CBTAX | RLVSX | CBTAX / RLVSX | |
| Total Expense Ratio | 0.14 | 0.51 | 27% |
| Annual Report Gross Expense Ratio | 0.28 | 0.57 | 49% |
| Fund Existence | 5 years | 40 years | - |
| Gain YTD | -1.411 | -0.911 | 155% |
| 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 | 3.39 | 3.55 | 95% |
| Returns for 1 year | 1.59 | 1.37 | 116% |
| Returns for 3 years | 6.64 | 3.92 | 170% |
| Returns for 5 years | N/A | -0.18 | - |
| Returns for 10 years | N/A | -0.65 | - |
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