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AFTEX vs CBTAX
AFTEX vs CBTAX Comparison
Open Charts AFTEX vs CBTAX
American Funds Tax-Exempt Bond A
Price$12.06
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets23.41B
Six Circles Tax Aware Bond
Price$9.52
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets11.81B
AFTEX vs CBTAX Comparison Chart
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AFTEX vs. CBTAX 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 AFTEX is a Hold and CBTAX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.4B vs. CBTAX (11.8B). CBTAX pays higher dividends than AFTEX: CBTAX (3.45) vs AFTEX (3.03). AFTEX was incepted earlier than CBTAX: AFTEX (46 years) vs CBTAX (5 years). AFTEX (0.54) is less costly to investors than CBTAX (0.27). AFTEX is a more actively managed with annual turnover of: 33.00 vs. CBTAX (12.29). CBTAX has a lower initial minimum investment than AFTEX: CBTAX (0) vs AFTEX (250). CBTAX annual gain was more profitable for investors over the last year : 1.63 vs. AFTEX (-1.49). CBTAX return over 5 years is better than : 4.78 vs. AFTEX (-6.95).
| AFTEX | CBTAX | AFTEX / CBTAX | |
| Total Expense Ratio | 0.54 | 0.13 | 415% |
| Annual Report Gross Expense Ratio | 0.54 | 0.27 | 200% |
| Fund Existence | 46 years | 5 years | - |
| Gain YTD | -2.663 | -1.009 | 264% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 11.8B | 198% |
| Annual Yield % from dividends | 3.03 | 3.45 | 88% |
| Returns for 1 year | -1.49 | 1.63 | -91% |
| Returns for 3 years | 0.02 | 9.21 | 0% |
| Returns for 5 years | -6.95 | 4.78 | -146% |
| Returns for 10 years | -3.68 | N/A | - |
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