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ETIHX vs FBTAX
ETIHX vs FBTAX Comparison Chart
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ETIHX 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 ETIHX is a Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. ETIHX (1.15B). FBTAX pays higher dividends than ETIHX: FBTAX (3.05) vs ETIHX (0.00). ETIHX was incepted earlier than FBTAX: ETIHX (12 years) vs FBTAX (24 years). ETIHX (1.32) is less costly to investors than FBTAX (0.96). FBTAX (73.00) and ETIHX (71.00) have comparable annual turnover. FBTAX has a lower initial minimum investment than ETIHX: FBTAX (0) vs ETIHX (100000). ETIHX annual gain was more profitable for investors over the last year : -1.83 vs. FBTAX (-7.14). FBTAX return over 5 years is better than : -8.77 vs. ETIHX (-18.87).
| ETIHX | FBTAX | ETIHX / FBTAX | |
| Total Expense Ratio | 1.32 | 0.96 | 138% |
| Annual Report Gross Expense Ratio | 1.32 | 0.96 | 138% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 1.654 | -2.573 | -64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 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 | -1.83 | -7.14 | 26% |
| Returns for 3 years | 36.44 | 45.29 | 80% |
| Returns for 5 years | -18.87 | -8.77 | 215% |
| Returns for 10 years | 33.78 | -6.12 | -552% |