FMUAX
Price
$16.70
Change
+$0.04 (+0.24%)
Updated
Jul 31 closing price
Net Assets
1.44B
HBLSX
Price
$15.08
Change
-$0.00 (-0.00%)
Updated
Jul 31 closing price
Net Assets
11.08B
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FMUAX vs HBLSX

FMUAX vs HBLSX Comparison Chart in %
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FMUAX vs. HBLSX 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 HBLSX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.1B vs. FMUAX (1.44B). HBLSX pays higher dividends than FMUAX: HBLSX (3.04) vs FMUAX (1.80). 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 : 13.82 vs. HBLSX (5.37). FMUAX return over 5 years is better than : 23.86 vs. HBLSX (5.46).
FMUAXHBLSXFMUAX / HBLSX
Total Expense Ratio0.990.96103%
Annual Report Gross Expense Ratio1.090.96114%
Fund Existence23 years16 years-
Gain YTD6.4514.611140%
Front Load5%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets1.44B11.1B13%
Annual Yield % from dividends1.803.0459%
Returns for 1 year13.825.37257%
Returns for 3 years31.6417.89177%
Returns for 5 years23.865.46437%
Returns for 10 years57.7438.76149%
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