RJMI vs TAXM
Comparison between RJ EAGLE MUNICIPAL INCOME ETF (RJMI, ETF) and BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF).
RJMI vs TAXM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RJMI
$36M
TAXM
$36M
Expense Ratio
RJMI
0.41%
Winner
TAXM
0.35%
Max Drawdown
RJMI
3.66%
Winner
TAXM
3.33%
Sharpe Ratio
RJMI
0.18
Winner
TAXM
0.50
5Y Beta
RJMI
0.08
Winner
TAXM
0.06
RJMI vs TAXM - Historical Returns
Returns include dividend reinvestment.
1M
RJMI
-1.84%
Winner
TAXM
-1.50%
3M
Winner
RJMI
-1.13%
TAXM
-1.18%
6M
Winner
RJMI
-0.45%
TAXM
-0.57%
1Y
RJMI
+2.69%
Winner
TAXM
+4.58%
Max(CAGR)
Winner
RJMI
+3.36%
TAXM
+2.55%
RJMI vs TAXM - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | RJMI | TAXM |
|---|---|---|
| 2026 | -0.20% | -0.24% |
| 2025 | +2.82% | +3.71% |
RJMI vs TAXM Drawdown Comparison
The maximum drawdown for RJMI was -3.04%, occurring on Mar 27, 2026. Recovery took 83 trading sessions.
The maximum drawdown for TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 111 trading sessions.
The current RJMI drawdown is -2.43%. The current TAXM drawdown is -2.16%.
| Rank | RJMI | TAXM |
|---|---|---|
| #1 | -3.04% Feb 27, 2026 - Jun 29, 2026 | -3.10% Mar 20, 2025 - Aug 28, 2025 |
| #2 | -2.43% Jul 6, 2026 - Jul 23, 2026 | -2.70% Feb 26, 2026 - Mar 27, 2026 |
| #3 | -0.44% Oct 28, 2025 - Dec 16, 2025 | -0.48% Nov 11, 2025 - Jan 2, 2026 |
| #4 | -0.33% Jan 16, 2026 - Jan 28, 2026 | -0.36% Sep 17, 2025 - Oct 7, 2025 |
| #5 | -0.09% Jan 9, 2026 - Jan 15, 2026 | -0.32% Jan 14, 2026 - Jan 28, 2026 |
| #6 | -0.08% Jun 30, 2026 - Jul 6, 2026 | -0.31% Oct 22, 2025 - Nov 11, 2025 |
| #7 | -0.08% Feb 10, 2026 - Feb 12, 2026 | -0.23% Aug 28, 2025 - Sep 3, 2025 |
| #8 | -0.06% Oct 14, 2025 - Oct 16, 2025 | -0.15% Feb 5, 2026 - Feb 9, 2026 |
| #9 | -0.06% Jan 28, 2026 - Jan 30, 2026 | -0.12% Jan 7, 2026 - Jan 14, 2026 |
| #10 | -0.06% Dec 16, 2025 - Dec 18, 2025 | -0.10% Mar 13, 2025 - Mar 18, 2025 |
| #11 | -0.06% Feb 5, 2026 - Feb 9, 2026 | -0.09% Feb 10, 2026 - Feb 12, 2026 |
| #12 | -0.03% Oct 16, 2025 - Oct 20, 2025 | -0.08% Feb 17, 2026 - Feb 19, 2026 |
| #13 | -0.02% Oct 3, 2025 - Oct 7, 2025 | -0.08% Oct 13, 2025 - Oct 15, 2025 |
| #14 | -0.02% Dec 24, 2025 - Dec 29, 2025 | -0.04% Sep 11, 2025 - Sep 15, 2025 |
| #15 | -0.02% Oct 7, 2025 - Oct 9, 2025 | -0.04% Oct 16, 2025 - Oct 21, 2025 |
Correlation
Correlation between RJMI and TAXM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2025 - 2026)
RJMI vs TAXM dividend yield comparison.
| Year | RJMI | TAXM |
|---|---|---|
| 2026 | 1.67% | 1.59% |
| 2025 | 0.61% | 2.75% |
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