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CBTAX vs FLTMX
CBTAX vs FLTMX Comparison
Open Charts CBTAX vs FLTMX
Six Circles Tax Aware Bond
Price$9.54
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets11.75B
Fidelity Interm Muni
Price$9.88
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets12.82B
CBTAX vs FLTMX Comparison Chart
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CBTAX vs. FLTMX commentary
Apr 19, 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: 12.8B vs. CBTAX (11.8B). CBTAX pays higher dividends than FLTMX: CBTAX (3.39) vs FLTMX (2.70). CBTAX was incepted earlier than FLTMX: CBTAX (5 years) vs FLTMX (48 years). FLTMX (0.36) is less costly to investors than CBTAX (0.28). FLTMX is a more actively managed with annual turnover of: 19.00 vs. CBTAX (12.31). CBTAX (0) and FLTMX (0) have matching initial minimum investment requirements. CBTAX annual gain was more profitable for investors over the last year : 1.59 vs. FLTMX (1.18).
| CBTAX | FLTMX | CBTAX / FLTMX | |
| Total Expense Ratio | 0.14 | 0.36 | 39% |
| Annual Report Gross Expense Ratio | 0.28 | 0.36 | 78% |
| Fund Existence | 5 years | 48 years | - |
| Gain YTD | -1.411 | -1.120 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 12.8B | 92% |
| Annual Yield % from dividends | 3.39 | 2.70 | 125% |
| Returns for 1 year | 1.59 | 1.18 | 135% |
| Returns for 3 years | 6.64 | 5.96 | 111% |
| Returns for 5 years | N/A | 5.32 | - |
| Returns for 10 years | N/A | 18.67 | - |
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