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FISAX vs FUMBX
FISAX vs FUMBX Comparison
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FISAX vs. FUMBX commentary
Jun 14, 2026
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 FISAX is a Hold and FUMBX is a Hold.
FUNDAMENTALS
Fundamentals
FUMBX has more cash in the bank: 3.63B vs. FISAX (378M). FISAX pays higher dividends than FUMBX: FISAX (4.38) vs FUMBX (3.76). FISAX was incepted earlier than FUMBX: FISAX (39 years) vs FUMBX (9 years). FISAX (0.99) is less costly to investors than FUMBX (0.03). FUMBX is a more actively managed with annual turnover of: 35.00 vs. FISAX (14.82). FUMBX has a lower initial minimum investment than FISAX: FUMBX (0) vs FISAX (1000). FISAX annual gain was more profitable for investors over the last year : 3.49 vs. FUMBX (3.20). FISAX return over 5 years is better than : 11.14 vs. FUMBX (6.66).
| FISAX | FUMBX | FISAX / FUMBX | |
| Total Expense Ratio | 0.84 | 0.03 | 2,800% |
| Annual Report Gross Expense Ratio | 0.99 | 0.03 | 3,300% |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 0.912 | 0.195 | 467% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 3.63B | 10% |
| Annual Yield % from dividends | 4.38 | 3.76 | 116% |
| Returns for 1 year | 3.49 | 3.20 | 109% |
| Returns for 3 years | 14.78 | 12.94 | 114% |
| Returns for 5 years | 11.14 | 6.66 | 167% |
| Returns for 10 years | 16.42 | N/A | - |
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