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CBTAX vs VTEAX
CBTAX vs VTEAX Comparison
Open Charts CBTAX vs VTEAX
Six Circles Tax Aware Bond
Price$9.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.85B
Vanguard Tax-Exempt Bond Index Admiral
Price$19.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets40.19B
CBTAX vs VTEAX Comparison Chart in %
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CBTAX vs. VTEAX commentary
Jul 26, 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: 40.2B 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 : 0.21 vs. VTEAX (-3.51). CBTAX return over 5 years is better than : 2.67 vs. VTEAX (-10.35).
| 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 | -0.848 | -2.880 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 40.2B | 32% |
| Annual Yield % from dividends | 3.48 | 3.24 | 107% |
| Returns for 1 year | 0.21 | -3.51 | -6% |
| Returns for 3 years | 6.62 | -3.42 | -194% |
| Returns for 5 years | 2.67 | -10.35 | -26% |
| Returns for 10 years | N/A | N/A | - |
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