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FMUCX vs HBLAX
FMUCX vs HBLAX Comparison
Open Charts FMUCX vs HBLAX
FMUCX vs HBLAX Comparison Chart in %
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FMUCX vs. HBLAX 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 FMUCX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. FMUCX (1.44B). HBLAX pays higher dividends than FMUCX: HBLAX (3.15) vs FMUCX (1.08). FMUCX was incepted earlier than HBLAX: FMUCX (23 years) vs HBLAX (20 years). FMUCX (1.84) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FMUCX (31.00). FMUCX has a lower initial minimum investment than HBLAX: FMUCX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FMUCX: HBLAX (2000) vs FMUCX (250). FMUCX annual gain was more profitable for investors over the last year : 12.91 vs. HBLAX (5.37). FMUCX return over 5 years is better than : 19.30 vs. HBLAX (5.69).
| FMUCX | HBLAX | FMUCX / HBLAX | |
| Total Expense Ratio | 1.74 | 0.89 | 196% |
| Annual Report Gross Expense Ratio | 1.84 | 0.89 | 207% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 5.926 | 4.636 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.44B | 11.1B | 13% |
| Annual Yield % from dividends | 1.08 | 3.15 | 34% |
| Returns for 1 year | 12.91 | 5.37 | 241% |
| Returns for 3 years | 28.64 | 18.09 | 158% |
| Returns for 5 years | 19.30 | 5.69 | 339% |
| Returns for 10 years | 48.46 | 39.35 | 123% |
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