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AFTEX vs CBTAX
AFTEX vs CBTAX Comparison
Open Charts AFTEX vs CBTAX
American Funds Tax-Exempt Bond A
Price$12.10
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets23.22B
Six Circles Tax Aware Bond
Price$9.56
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets12.28B
AFTEX vs CBTAX Comparison Chart
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AFTEX vs. CBTAX 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 AFTEX is a Hold and CBTAX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 23.2B vs. CBTAX (12.3B). CBTAX pays higher dividends than AFTEX: CBTAX (3.48) vs AFTEX (3.06). 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 : 1.03 vs. AFTEX (-2.12). CBTAX return over 5 years is better than : 4.24 vs. AFTEX (-7.88).
| 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 | -2.341 | -0.617 | 379% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 12.3B | 189% |
| Annual Yield % from dividends | 3.06 | 3.48 | 88% |
| Returns for 1 year | -2.12 | 1.03 | -205% |
| Returns for 3 years | 1.10 | 9.97 | 11% |
| Returns for 5 years | -7.88 | 4.24 | -186% |
| Returns for 10 years | -3.36 | N/A | - |
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