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AFTEX vs CBTAX
AFTEX vs CBTAX Comparison
Open Charts AFTEX vs CBTAX
American Funds Tax-Exempt Bond A
Price$12.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.84B
Six Circles Tax Aware Bond
Price$9.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.8B
AFTEX vs CBTAX Comparison Chart in %
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AFTEX vs. CBTAX commentary
Jul 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: 22.8B vs. CBTAX (12.8B). 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 : 0.11 vs. AFTEX (-3.08). CBTAX return over 5 years is better than : 2.77 vs. AFTEX (-9.81).
| 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 | -2.906 | -0.848 | 342% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.8B | 12.8B | 178% |
| Annual Yield % from dividends | 3.06 | 3.48 | 88% |
| Returns for 1 year | -3.08 | 0.11 | -2,864% |
| Returns for 3 years | -2.01 | 6.84 | -29% |
| Returns for 5 years | -9.81 | 2.77 | -355% |
| Returns for 10 years | -3.99 | N/A | - |
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