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ETAHX vs FBTAX
ETAHX vs FBTAX Comparison Chart
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ETAHX vs. FBTAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. ETAHX (1.11B). FBTAX pays higher dividends than ETAHX: FBTAX (2.97) 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). FBTAX annual gain was more profitable for investors over the last year : -12.66 vs. ETAHX (-18.09). FBTAX return over 5 years is better than : 10.53 vs. ETAHX (0.66).
| 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 | -7.919 | -6.211 | 128% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.39B | 79% |
| Annual Yield % from dividends | 0.00 | 2.97 | - |
| Returns for 1 year | -18.09 | -12.66 | 143% |
| Returns for 3 years | -8.52 | 2.83 | -301% |
| Returns for 5 years | 0.66 | 10.53 | 6% |
| Returns for 10 years | 27.07 | -4.32 | -626% |
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