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
Aug 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 ETAHX is a Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. ETAHX (1.19B). FBTAX pays higher dividends than ETAHX: FBTAX (2.74) 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 : -2.52 vs. FBTAX (-9.79). FBTAX return over 5 years is better than : -3.93 vs. ETAHX (-12.70).
| 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 | 7.950 | 4.484 | 177% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 1.4B | 85% |
| Annual Yield % from dividends | 0.00 | 2.74 | - |
| Returns for 1 year | -2.52 | -9.79 | 26% |
| Returns for 3 years | 22.78 | 35.73 | 64% |
| Returns for 5 years | -12.70 | -3.93 | 323% |
| Returns for 10 years | 31.38 | -5.72 | -549% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement