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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
Aug 14, 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 Buy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. FMUFX (1.47B). HBLAX pays higher dividends than FMUFX: HBLAX (3.15) vs FMUFX (1.80). 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 : 14.83 vs. HBLAX (4.85). FMUFX return over 5 years is better than : 25.37 vs. HBLAX (6.02).
| 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 | 8.682 | 6.034 | 144% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.47B | 11.2B | 13% |
| Annual Yield % from dividends | 1.80 | 3.15 | 57% |
| Returns for 1 year | 14.83 | 4.85 | 306% |
| Returns for 3 years | 35.40 | 21.30 | 166% |
| Returns for 5 years | 25.37 | 6.02 | 421% |
| Returns for 10 years | 60.03 | 39.50 | 152% |
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