FMUAX
Price
$16.65
Change
+$0.09 (+0.54%)
Updated
Sep 11 closing price
Net Assets
1.43B
HBLYX
Price
$15.19
Change
-$0.05 (-0.33%)
Updated
Sep 11 closing price
Net Assets
10.86B
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FMUAX vs HBLYX

FMUAX vs HBLYX Comparison Chart in %
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FMUAX vs. HBLYX 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 HBLYX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 10.9B vs. FMUAX (1.43B). HBLYX pays higher dividends than FMUAX: HBLYX (3.27) vs FMUAX (1.85). FMUAX was incepted earlier than HBLYX: FMUAX (23 years) vs HBLYX (20 years). FMUAX (1.09) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. FMUAX (31.00). FMUAX has a lower initial minimum investment than HBLYX: FMUAX (1500) vs HBLYX (250000). FMUAX annual gain was more profitable for investors over the last year : 8.92 vs. HBLYX (1.47). FMUAX return over 5 years is better than : 23.15 vs. HBLYX (5.98).
FMUAXHBLYXFMUAX / HBLYX
Total Expense Ratio0.990.67148%
Annual Report Gross Expense Ratio1.090.67163%
Fund Existence23 years20 years-
Gain YTD5.7514.252135%
Front Load5%N/A-
Min. Initial Investment15002500001%
Min. Initial Investment IRA250N/A-
Net Assets1.43B10.9B13%
Annual Yield % from dividends1.853.2757%
Returns for 1 year8.921.47606%
Returns for 3 years33.2520.75160%
Returns for 5 years23.155.98387%
Returns for 10 years57.9642.45137%
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