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ETAHX vs FBTAX
ETAHX vs FBTAX Comparison Chart
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ETAHX vs. FBTAX commentary
Jun 15, 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: 1.28B vs. ETAHX (1.15B). FBTAX pays higher dividends than ETAHX: FBTAX (3.05) vs ETAHX (0.00). ETAHX was incepted earlier than FBTAX: ETAHX (12 years) vs FBTAX (24 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 : -2.07 vs. FBTAX (-7.14). FBTAX return over 5 years is better than : -8.77 vs. ETAHX (-20.09).
| ETAHX | FBTAX | ETAHX / FBTAX | |
| Total Expense Ratio | 1.57 | 0.96 | 164% |
| Annual Report Gross Expense Ratio | 1.57 | 0.96 | 164% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 1.522 | -2.573 | -59% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.28B | 90% |
| Annual Yield % from dividends | 0.00 | 3.05 | - |
| Returns for 1 year | -2.07 | -7.14 | 29% |
| Returns for 3 years | 35.47 | 45.29 | 78% |
| Returns for 5 years | -20.09 | -8.77 | 229% |
| Returns for 10 years | 29.89 | -6.12 | -489% |
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