Interact to see
Advertisement
Advertisement
CBTAX vs TFEBX
CBTAX vs TFEBX Comparison
Open Charts CBTAX vs TFEBX
Six Circles Tax Aware Bond
Price$9.55
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets11.84B
American Funds Tax Exempt Bond F3
Price$12.09
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets23.49B
CBTAX vs TFEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBTAX vs. TFEBX commentary
May 22, 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: 23.5B vs. CBTAX (11.8B). CBTAX (3.45) and TFEBX (3.33) 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 : 1.74 vs. TFEBX (-1.45). CBTAX return over 5 years is better than : 5.11 vs. TFEBX (-6.55).
| 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 | -0.698 | -2.421 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 23.5B | 50% |
| Annual Yield % from dividends | 3.45 | 3.33 | 104% |
| Returns for 1 year | 1.74 | -1.45 | -120% |
| Returns for 3 years | 9.90 | 0.75 | 1,324% |
| Returns for 5 years | 5.11 | -6.55 | -78% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers