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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. FMUAX (1.46B). HBLRX pays higher dividends than FMUAX: HBLRX (2.80) vs FMUAX (1.72). 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 : 17.10 vs. HBLRX (6.28). FMUAX return over 5 years is better than : 23.46 vs. HBLRX (3.69).
| 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 | 5.788 | 3.199 | 181% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.46B | 11.2B | 13% |
| Annual Yield % from dividends | 1.72 | 2.80 | 61% |
| Returns for 1 year | 17.10 | 6.28 | 272% |
| Returns for 3 years | 34.23 | 19.12 | 179% |
| Returns for 5 years | 23.46 | 3.69 | 636% |
| Returns for 10 years | 59.58 | 36.81 | 162% |
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