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CBTAX vs VTEAX
CBTAX vs VTEAX Comparison
Open Charts CBTAX vs VTEAX
Six Circles Tax Aware Bond
Price$9.48
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets11.6B
Vanguard Tax-Exempt Bond Index Admiral
Price$19.39
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets38.36B
CBTAX vs VTEAX Comparison Chart
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CBTAX vs. VTEAX commentary
Apr 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 VTEAX is a Hold.
FUNDAMENTALS
Fundamentals
VTEAX has more cash in the bank: 38.4B vs. CBTAX (11.6B). CBTAX pays higher dividends than VTEAX: CBTAX (3.39) vs VTEAX (3.18). CBTAX was incepted earlier than VTEAX: CBTAX (5 years) vs VTEAX (10 years). CBTAX (0.28) is less costly to investors than VTEAX (0.07). VTEAX is a more actively managed with annual turnover of: 19.00 vs. CBTAX (12.31). CBTAX has a lower initial minimum investment than VTEAX: CBTAX (0) vs VTEAX (3000). CBTAX annual gain was more profitable for investors over the last year : 0.01 vs. VTEAX (-3.63).
| CBTAX | VTEAX | CBTAX / VTEAX | |
| Total Expense Ratio | 0.14 | 0.07 | 200% |
| Annual Report Gross Expense Ratio | 0.28 | 0.07 | 400% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -2.651 | -3.680 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 38.4B | 30% |
| Annual Yield % from dividends | 3.39 | 3.18 | 106% |
| Returns for 1 year | 0.01 | -3.63 | -0% |
| Returns for 3 years | 5.09 | -4.26 | -119% |
| Returns for 5 years | N/A | -8.67 | - |
| Returns for 10 years | N/A | N/A | - |
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