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CBTAX vs RTEAX
CBTAX vs RTEAX Comparison
Open Charts CBTAX vs RTEAX
Six Circles Tax Aware Bond
Price$9.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.8B
Russell Inv Tax-Exempt Bond A
Price$21.48
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets5.89B
CBTAX vs RTEAX Comparison Chart in %
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CBTAX vs. RTEAX 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 RTEAX is a Hold.
FUNDAMENTALS
Fundamentals
CBTAX has more cash in the bank: 12.8B vs. RTEAX (5.89B). CBTAX (3.48) and RTEAX (3.33) have matching dividends . CBTAX was incepted earlier than RTEAX: CBTAX (5 years) vs RTEAX (15 years). RTEAX (0.82) is less costly to investors than CBTAX (0.27). RTEAX is a more actively managed with annual turnover of: 39.00 vs. CBTAX (12.29). CBTAX (0) and RTEAX (0) have matching initial minimum investment requirements. RTEAX annual gain was more profitable for investors over the last year : 0.28 vs. CBTAX (0.11). CBTAX return over 5 years is better than : 2.77 vs. RTEAX (-2.54).
| CBTAX | RTEAX | CBTAX / RTEAX | |
| Total Expense Ratio | 0.13 | 0.80 | 16% |
| Annual Report Gross Expense Ratio | 0.27 | 0.82 | 33% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | -0.848 | -0.229 | 370% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 5.89B | 217% |
| Annual Yield % from dividends | 3.48 | 3.33 | 104% |
| Returns for 1 year | 0.11 | 0.28 | 38% |
| Returns for 3 years | 6.84 | 4.91 | 139% |
| Returns for 5 years | 2.77 | -2.54 | -109% |
| Returns for 10 years | N/A | 0.87 | - |
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