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FMUAX vs HBLRX
FMUAX vs HBLRX Comparison
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FMUAX vs HBLRX Comparison Chart in %
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FMUAX vs. HBLRX commentary
Aug 03, 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 FMUAX is a Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. FMUAX (1.44B). HBLRX pays higher dividends than FMUAX: HBLRX (2.76) vs FMUAX (1.80). FMUAX was incepted earlier than HBLRX: FMUAX (23 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than FMUAX (1.09). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FMUAX (31.00). HBLRX has a lower initial minimum investment than FMUAX: HBLRX (0) vs FMUAX (1500). FMUAX annual gain was more profitable for investors over the last year : 13.82 vs. HBLRX (5.06). FMUAX return over 5 years is better than : 23.86 vs. HBLRX (3.85).
| FMUAX | HBLRX | FMUAX / HBLRX | |
| Total Expense Ratio | 0.99 | 1.27 | 78% |
| Annual Report Gross Expense Ratio | 1.09 | 1.27 | 86% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 6.451 | 4.474 | 144% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.44B | 11.1B | 13% |
| Annual Yield % from dividends | 1.80 | 2.76 | 65% |
| Returns for 1 year | 13.82 | 5.06 | 273% |
| Returns for 3 years | 31.64 | 16.84 | 188% |
| Returns for 5 years | 23.86 | 3.85 | 619% |
| Returns for 10 years | 57.74 | 35.16 | 164% |
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