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ETAHX vs FBTAX
ETAHX vs FBTAX Comparison Chart in %
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ETAHX vs. FBTAX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. ETAHX (1.69B). FBTAX pays higher dividends than ETAHX: FBTAX (1.17) vs ETAHX (0.00). ETAHX was incepted earlier than FBTAX: ETAHX (13 years) vs FBTAX (25 years). ETAHX (1.56) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. ETAHX (41.00). 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 : 46.96 vs. FBTAX (42.12). FBTAX return over 5 years is better than : 12.38 vs. ETAHX (-5.09).
| ETAHX | FBTAX | ETAHX / FBTAX | |
| Total Expense Ratio | 1.56 | 0.96 | 163% |
| Annual Report Gross Expense Ratio | 1.56 | 0.96 | 163% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 0.775 | 2.751 | 28% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 1.87B | 90% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | 46.96 | 42.12 | 111% |
| Returns for 3 years | 46.83 | 60.53 | 77% |
| Returns for 5 years | -5.09 | 12.38 | -41% |
| Returns for 10 years | 211.70 | 122.13 | 173% |
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