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ETCHX vs FBTAX
ETCHX vs FBTAX Comparison Chart
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ETCHX vs. FBTAX commentary
Apr 18, 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 ETCHX is a Buy and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. ETCHX (1.02B). FBTAX pays higher dividends than ETCHX: FBTAX (2.97) vs ETCHX (0.00). ETCHX was incepted earlier than FBTAX: ETCHX (12 years) vs FBTAX (24 years). ETCHX (2.32) is less costly to investors than FBTAX (0.96). FBTAX (73.00) and ETCHX (71.00) have comparable annual turnover. FBTAX has a lower initial minimum investment than ETCHX: FBTAX (0) vs ETCHX (1000). FBTAX annual gain was more profitable for investors over the last year : -13.49 vs. ETCHX (-16.50). FBTAX return over 5 years is better than : -11.51 vs. ETCHX (-22.34).
| ETCHX | FBTAX | ETCHX / FBTAX | |
| Total Expense Ratio | 2.32 | 0.96 | 242% |
| Annual Report Gross Expense Ratio | 2.32 | 0.96 | 242% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -12.278 | -12.606 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 1.39B | 73% |
| Annual Yield % from dividends | 0.00 | 2.97 | - |
| Returns for 1 year | -16.50 | -13.49 | 122% |
| Returns for 3 years | -7.43 | -0.64 | 1,157% |
| Returns for 5 years | -22.34 | -11.51 | 194% |
| Returns for 10 years | 6.52 | -14.57 | -45% |
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