Interact to see
Advertisement
Advertisement
ETAHX vs FBTAX
ETAHX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ETAHX vs. FBTAX commentary
Nov 20, 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: 1.74B vs. ETAHX (1.58B). FBTAX pays higher dividends than ETAHX: FBTAX (2.16) 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 is a more actively managed with annual turnover of: 51.00 vs. ETAHX (41.00). 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 : 41.74 vs. FBTAX (31.98). FBTAX return over 5 years is better than : 18.88 vs. ETAHX (-8.61).
| 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 | 45.745 | 40.831 | 112% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 1.74B | 91% |
| Annual Yield % from dividends | 0.00 | 2.16 | - |
| Returns for 1 year | 41.74 | 31.98 | 131% |
| Returns for 3 years | 55.91 | 63.86 | 88% |
| Returns for 5 years | -8.61 | 18.88 | -46% |
| Returns for 10 years | 99.27 | 56.54 | 176% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement