FMUAX
Price
$16.65
Change
+$0.09 (+0.54%)
Updated
Sep 11 closing price
Net Assets
1.43B
HBLSX
Price
$15.03
Change
-$0.05 (-0.33%)
Updated
Sep 11 closing price
Net Assets
10.86B
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FMUAX vs HBLSX

FMUAX vs HBLSX Comparison Chart in %
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FMUAX vs. HBLSX commentary
Sep 13, 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 Buy and HBLSX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 10.9B vs. FMUAX (1.43B). HBLSX pays higher dividends than FMUAX: HBLSX (3.02) vs FMUAX (1.85). FMUAX was incepted earlier than HBLSX: FMUAX (23 years) vs HBLSX (16 years). FMUAX (1.09) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 90.00 vs. FMUAX (31.00). HBLSX has a lower initial minimum investment than FMUAX: HBLSX (0) vs FMUAX (1500). FMUAX annual gain was more profitable for investors over the last year : 8.92 vs. HBLSX (1.12). FMUAX return over 5 years is better than : 23.15 vs. HBLSX (4.26).
FMUAXHBLSXFMUAX / HBLSX
Total Expense Ratio0.990.96103%
Annual Report Gross Expense Ratio1.090.96114%
Fund Existence23 years16 years-
Gain YTD5.7513.987144%
Front Load5%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets1.43B10.9B13%
Annual Yield % from dividends1.853.0261%
Returns for 1 year8.921.12800%
Returns for 3 years33.2519.56170%
Returns for 5 years23.154.26543%
Returns for 10 years57.9638.33151%
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