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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
FMUAX vs HBLYX Comparison Chart in %
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FMUAX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. FMUAX (1.44B). HBLYX pays higher dividends than FMUAX: HBLYX (3.29) vs FMUAX (1.80). 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 : 13.82 vs. HBLYX (5.70). FMUAX return over 5 years is better than : 23.86 vs. HBLYX (7.11).
| FMUAX | HBLYX | FMUAX / HBLYX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.09 | 0.67 | 163% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 6.451 | 4.802 | 134% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.44B | 11.1B | 13% |
| Annual Yield % from dividends | 1.80 | 3.29 | 55% |
| Returns for 1 year | 13.82 | 5.70 | 243% |
| Returns for 3 years | 31.64 | 19.00 | 166% |
| Returns for 5 years | 23.86 | 7.11 | 336% |
| Returns for 10 years | 57.74 | 42.90 | 135% |
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