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FISAX vs FUMBX
FISAX vs FUMBX Comparison
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FISAX vs FUMBX Comparison Chart in %
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FISAX vs. FUMBX commentary
Sep 12, 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: 3.61B vs. FISAX (414M). FISAX pays higher dividends than FUMBX: FISAX (4.22) vs FUMBX (3.87). 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 : 2.63 vs. FUMBX (1.41). FISAX return over 5 years is better than : 11.97 vs. FUMBX (6.88).
| 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 | 1.501 | 0.311 | 482% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 3.61B | 11% |
| Annual Yield % from dividends | 4.22 | 3.87 | 109% |
| Returns for 1 year | 2.63 | 1.41 | 187% |
| Returns for 3 years | 14.51 | 13.10 | 111% |
| Returns for 5 years | 11.97 | 6.88 | 174% |
| Returns for 10 years | 17.08 | N/A | - |
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