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CBTAX vs FLTMX
CBTAX vs FLTMX Comparison
Open Charts CBTAX vs FLTMX
Six Circles Tax Aware Bond
Price$9.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.8B
Fidelity Interm Muni
Price$9.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.12B
CBTAX vs FLTMX Comparison Chart in %
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CBTAX vs. FLTMX 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 CBTAX is a Hold and FLTMX is a Hold.
FUNDAMENTALS
Fundamentals
FLTMX (13.1B) and CBTAX (12.8B) have equal amount of cash in the bank . CBTAX pays higher dividends than FLTMX: CBTAX (3.48) vs FLTMX (2.76). 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 : 1.46 vs. CBTAX (0.11). FLTMX return over 5 years is better than : 3.69 vs. CBTAX (2.77).
| 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 | -0.848 | 0.495 | -171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 13.1B | 98% |
| Annual Yield % from dividends | 3.48 | 2.76 | 126% |
| Returns for 1 year | 0.11 | 1.46 | 7% |
| Returns for 3 years | 6.84 | 6.96 | 98% |
| Returns for 5 years | 2.77 | 3.69 | 75% |
| Returns for 10 years | N/A | 21.44 | - |
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