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CBTAX vs RLVSX
CBTAX vs RLVSX Comparison
Open Charts CBTAX vs RLVSX
Six Circles Tax Aware Bond
Price$9.56
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets12.28B
Russell Inv Tax-Exempt Bond S
Price$21.44
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.86B
CBTAX vs RLVSX Comparison Chart
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CBTAX vs. RLVSX commentary
Jun 15, 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: 12.3B vs. RLVSX (5.86B). RLVSX (3.65) 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 : 1.28 vs. CBTAX (1.03). CBTAX return over 5 years is better than : 4.24 vs. RLVSX (-0.51).
| 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 | -0.617 | -0.002 | 29,031% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 5.86B | 210% |
| Annual Yield % from dividends | 3.48 | 3.65 | 96% |
| Returns for 1 year | 1.03 | 1.28 | 80% |
| Returns for 3 years | 9.97 | 7.83 | 127% |
| Returns for 5 years | 4.24 | -0.51 | -834% |
| Returns for 10 years | N/A | 1.71 | - |
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