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CBTAX vs FLTMX
CBTAX vs FLTMX Comparison
Open Charts CBTAX vs FLTMX
Six Circles Tax Aware Bond
Price$9.52
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets11.81B
Fidelity Interm Muni
Price$9.91
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets12.74B
CBTAX vs FLTMX Comparison Chart
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CBTAX vs. FLTMX 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 CBTAX is a Hold and FLTMX is a Hold.
FUNDAMENTALS
Fundamentals
FLTMX has more cash in the bank: 12.7B vs. CBTAX (11.8B). CBTAX pays higher dividends than FLTMX: CBTAX (3.45) vs FLTMX (2.74). CBTAX was incepted earlier than FLTMX: CBTAX (5 years) vs FLTMX (48 years). FLTMX (0.38) is less costly to investors than CBTAX (0.27). FLTMX is a more actively managed with annual turnover of: 19.00 vs. CBTAX (12.29). CBTAX (0) and FLTMX (0) have matching initial minimum investment requirements. FLTMX annual gain was more profitable for investors over the last year : 1.82 vs. CBTAX (1.63). FLTMX return over 5 years is better than : 5.30 vs. CBTAX (4.78).
| CBTAX | FLTMX | CBTAX / FLTMX | |
| Total Expense Ratio | 0.13 | 0.37 | 35% |
| Annual Report Gross Expense Ratio | 0.27 | 0.38 | 71% |
| Fund Existence | 5 years | 48 years | - |
| Gain YTD | -1.009 | -0.483 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 12.7B | 93% |
| Annual Yield % from dividends | 3.45 | 2.74 | 126% |
| Returns for 1 year | 1.63 | 1.82 | 90% |
| Returns for 3 years | 9.21 | 8.21 | 112% |
| Returns for 5 years | 4.78 | 5.30 | 90% |
| Returns for 10 years | N/A | 21.14 | - |
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