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ETAHX vs FBTAX
ETAHX vs FBTAX Comparison Chart in %
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ETAHX vs. FBTAX commentary
Jul 27, 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 Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. ETAHX (1.16B). 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 : -6.90 vs. FBTAX (-10.87). FBTAX return over 5 years is better than : -6.61 vs. ETAHX (-18.05).
| 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 | 4.720 | 3.491 | 135% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.3B | 89% |
| Annual Yield % from dividends | 0.00 | 2.95 | - |
| Returns for 1 year | -6.90 | -10.87 | 64% |
| Returns for 3 years | 20.69 | 31.49 | 66% |
| Returns for 5 years | -18.05 | -6.61 | 273% |
| Returns for 10 years | 26.08 | -6.23 | -419% |
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