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CBTAX vs RTEAX
CBTAX vs RTEAX Comparison
Open Charts CBTAX vs RTEAX
Six Circles Tax Aware Bond
Price$9.56
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets12.28B
Russell Inv Tax-Exempt Bond A
Price$21.54
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.86B
CBTAX vs RTEAX Comparison Chart
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CBTAX vs. RTEAX commentary
Jun 15, 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: 12.3B vs. RTEAX (5.86B). CBTAX (3.48) and RTEAX (3.34) 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. CBTAX (1.03) and RTEAX (0.99) have marching annual gain over last year. CBTAX return over 5 years is better than : 4.24 vs. RTEAX (-1.18).
| 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 | -0.617 | -0.115 | 536% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 5.86B | 210% |
| Annual Yield % from dividends | 3.48 | 3.34 | 104% |
| Returns for 1 year | 1.03 | 0.99 | 104% |
| Returns for 3 years | 9.97 | 7.12 | 140% |
| Returns for 5 years | 4.24 | -1.18 | -358% |
| Returns for 10 years | N/A | 1.29 | - |
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