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ETIHX vs FBTAX
ETIHX vs FBTAX Comparison Chart in %
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ETIHX vs. FBTAX commentary
Jul 05, 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 Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. ETIHX (1.14B). FBTAX pays higher dividends than ETIHX: FBTAX (2.95) vs ETIHX (0.00). ETIHX was incepted earlier than FBTAX: ETIHX (13 years) vs FBTAX (25 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 : 2.44 vs. FBTAX (-5.68). FBTAX return over 5 years is better than : -13.75 vs. ETIHX (-21.88).
| ETIHX | FBTAX | ETIHX / FBTAX | |
| Total Expense Ratio | 1.32 | 0.96 | 138% |
| Annual Report Gross Expense Ratio | 1.32 | 0.96 | 138% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 2.345 | -1.213 | -193% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 1.3B | 88% |
| Annual Yield % from dividends | 0.00 | 2.95 | - |
| Returns for 1 year | 2.44 | -5.68 | -43% |
| Returns for 3 years | 24.55 | 28.75 | 85% |
| Returns for 5 years | -21.88 | -13.75 | 159% |
| Returns for 10 years | 32.47 | -8.19 | -397% |
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