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CBTAX vs NMBAX
CBTAX vs NMBAX Comparison
Open Charts CBTAX vs NMBAX
Six Circles Tax Aware Bond
Price$9.52
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets11.81B
Nuveen Intermediate Duration Muni Bd A
Price$8.62
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets7.58B
CBTAX vs NMBAX Comparison Chart
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CBTAX vs. NMBAX 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 NMBAX is a Hold.
FUNDAMENTALS
Fundamentals
CBTAX has more cash in the bank: 11.8B vs. NMBAX (7.58B). CBTAX pays higher dividends than NMBAX: CBTAX (3.45) vs NMBAX (3.08). CBTAX was incepted earlier than NMBAX: CBTAX (5 years) vs NMBAX (30 years). NMBAX (0.65) is less costly to investors than CBTAX (0.27). NMBAX is a more actively managed with annual turnover of: 24.00 vs. CBTAX (12.29). CBTAX has a lower initial minimum investment than NMBAX: CBTAX (0) vs NMBAX (3000). CBTAX annual gain was more profitable for investors over the last year : 1.63 vs. NMBAX (1.20). CBTAX return over 5 years is better than : 4.78 vs. NMBAX (4.53).
| CBTAX | NMBAX | CBTAX / NMBAX | |
| Total Expense Ratio | 0.13 | 0.65 | 20% |
| Annual Report Gross Expense Ratio | 0.27 | 0.65 | 42% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | -1.009 | -0.464 | 218% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 7.58B | 156% |
| Annual Yield % from dividends | 3.45 | 3.08 | 112% |
| Returns for 1 year | 1.63 | 1.20 | 136% |
| Returns for 3 years | 9.21 | 7.67 | 120% |
| Returns for 5 years | 4.78 | 4.53 | 105% |
| Returns for 10 years | N/A | 13.87 | - |
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