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ETAHX vs FBTAX
ETAHX vs FBTAX Comparison Chart in %
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ETAHX vs. FBTAX commentary
Jul 07, 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 ETAHX is a Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. ETAHX (1.14B). FBTAX pays higher dividends than ETAHX: FBTAX (2.95) vs ETAHX (0.00). ETAHX was incepted earlier than FBTAX: ETAHX (13 years) vs FBTAX (25 years). ETAHX (1.57) is less costly to investors than FBTAX (0.96). FBTAX (73.00) and ETAHX (71.00) have comparable annual turnover. ETAHX (6%) and FBTAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than ETAHX: FBTAX (0) vs ETAHX (1000). ETAHX annual gain was more profitable for investors over the last year : 2.20 vs. FBTAX (-5.68). FBTAX return over 5 years is better than : -13.75 vs. ETAHX (-23.04).
| ETAHX | FBTAX | ETAHX / FBTAX | |
| Total Expense Ratio | 1.57 | 0.96 | 164% |
| Annual Report Gross Expense Ratio | 1.57 | 0.96 | 164% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 2.205 | -1.213 | -182% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 1.3B | 88% |
| Annual Yield % from dividends | 0.00 | 2.95 | - |
| Returns for 1 year | 2.20 | -5.68 | -39% |
| Returns for 3 years | 23.68 | 28.75 | 82% |
| Returns for 5 years | -23.04 | -13.75 | 168% |
| Returns for 10 years | 28.60 | -8.19 | -349% |
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