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CBTAX vs TFEBX
CBTAX vs TFEBX Comparison
Open Charts CBTAX vs TFEBX
Six Circles Tax Aware Bond
Price$9.49
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets12.76B
American Funds Tax Exempt Bond F3
Price$12.00
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets22.8B
CBTAX vs TFEBX Comparison Chart in %
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CBTAX vs. TFEBX commentary
Jul 21, 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 TFEBX is a Hold.
FUNDAMENTALS
Fundamentals
TFEBX has more cash in the bank: 22.8B vs. CBTAX (12.8B). CBTAX (3.48) and TFEBX (3.36) have matching dividends . CBTAX was incepted earlier than TFEBX: CBTAX (5 years) vs TFEBX (8 years). CBTAX (0.27) is less costly to investors than TFEBX (0.25). TFEBX is a more actively managed with annual turnover of: 33.00 vs. CBTAX (12.29). CBTAX has a lower initial minimum investment than TFEBX: CBTAX (0) vs TFEBX (1000000). CBTAX annual gain was more profitable for investors over the last year : -0.10 vs. TFEBX (-3.29). CBTAX return over 5 years is better than : 2.75 vs. TFEBX (-9.71).
| CBTAX | TFEBX | CBTAX / TFEBX | |
| Total Expense Ratio | 0.13 | 0.25 | 52% |
| Annual Report Gross Expense Ratio | 0.27 | 0.25 | 108% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | -1.057 | -3.148 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.8B | 56% |
| Annual Yield % from dividends | 3.48 | 3.36 | 104% |
| Returns for 1 year | -0.10 | -3.29 | 3% |
| Returns for 3 years | 6.94 | -1.95 | -356% |
| Returns for 5 years | 2.75 | -9.71 | -28% |
| Returns for 10 years | N/A | N/A | - |
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