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CBTAX vs VTEAX
CBTAX vs VTEAX Comparison
Open Charts CBTAX vs VTEAX
Six Circles Tax Aware Bond
Price$9.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.84B
Vanguard Tax-Exempt Bond Index Admiral
Price$19.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets38.13B
CBTAX vs VTEAX Comparison Chart in %
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CBTAX vs. VTEAX commentary
Jul 04, 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: 38.1B vs. CBTAX (12.8B). CBTAX pays higher dividends than VTEAX: CBTAX (3.48) vs VTEAX (3.24). CBTAX was incepted earlier than VTEAX: CBTAX (5 years) vs VTEAX (10 years). CBTAX (0.27) is less costly to investors than VTEAX (0.07). VTEAX is a more actively managed with annual turnover of: 19.00 vs. CBTAX (12.29). 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 : 1.57 vs. VTEAX (-2.13). CBTAX return over 5 years is better than : 4.54 vs. VTEAX (-8.57).
| CBTAX | VTEAX | CBTAX / VTEAX | |
| Total Expense Ratio | 0.13 | 0.07 | 186% |
| Annual Report Gross Expense Ratio | 0.27 | 0.07 | 386% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -0.119 | -2.130 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 38.1B | 34% |
| Annual Yield % from dividends | 3.48 | 3.24 | 107% |
| Returns for 1 year | 1.57 | -2.13 | -74% |
| Returns for 3 years | 8.86 | -1.21 | -730% |
| Returns for 5 years | 4.54 | -8.57 | -53% |
| Returns for 10 years | N/A | N/A | - |
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