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ETAHX vs FBTAX
ETAHX vs FBTAX Comparison Chart in %
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ETAHX vs. FBTAX commentary
Oct 19, 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 StrongBuy and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. ETAHX (1.42B). FBTAX pays higher dividends than ETAHX: FBTAX (2.34) 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 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 : 15.35 vs. FBTAX (6.68). FBTAX return over 5 years is better than : 12.22 vs. ETAHX (-14.18).
| 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 | 29.534 | 30.577 | 97% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.61B | 88% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | 15.35 | 6.68 | 230% |
| Returns for 3 years | 39.78 | 54.53 | 73% |
| Returns for 5 years | -14.18 | 12.22 | -116% |
| Returns for 10 years | 97.72 | 57.74 | 169% |