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FMUFX vs HBLAX
FMUFX vs HBLAX Comparison
Open Charts FMUFX vs HBLAX
FMUFX vs HBLAX Comparison Chart in %
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FMUFX vs. HBLAX commentary
Jul 25, 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 FMUFX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11B vs. FMUFX (1.44B). HBLAX pays higher dividends than FMUFX: HBLAX (3.18) vs FMUFX (1.74). FMUFX was incepted earlier than HBLAX: FMUFX (19 years) vs HBLAX (20 years). FMUFX (1.09) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FMUFX (31.00). HBLAX initial investment is less costly to investors than FMUFX (1%) vs FMUFX (1%). FMUFX has a lower initial minimum investment than HBLAX: FMUFX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FMUFX: HBLAX (2000) vs FMUFX (250). FMUFX annual gain was more profitable for investors over the last year : 14.11 vs. HBLAX (4.02). FMUFX return over 5 years is better than : 24.22 vs. HBLAX (5.71).
| FMUFX | HBLAX | FMUFX / HBLAX | |
| Total Expense Ratio | 0.99 | 0.89 | 111% |
| Annual Report Gross Expense Ratio | 1.09 | 0.89 | 122% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 6.579 | 4.146 | 159% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.44B | 11B | 13% |
| Annual Yield % from dividends | 1.74 | 3.18 | 55% |
| Returns for 1 year | 14.11 | 4.02 | 351% |
| Returns for 3 years | 31.21 | 17.12 | 182% |
| Returns for 5 years | 24.22 | 5.71 | 424% |
| Returns for 10 years | 57.30 | 37.90 | 151% |
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