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FMUFX vs HBLSX
FMUFX vs HBLSX Comparison
Open Charts FMUFX vs HBLSX
FMUFX vs HBLSX Comparison Chart in %
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FMUFX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11B vs. FMUFX (1.44B). HBLSX pays higher dividends than FMUFX: HBLSX (3.07) vs FMUFX (1.74). FMUFX was incepted earlier than HBLSX: FMUFX (19 years) vs HBLSX (16 years). FMUFX (1.09) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 90.00 vs. FMUFX (31.00). HBLSX has a lower initial minimum investment than FMUFX: HBLSX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 14.11 vs. HBLSX (3.97). FMUFX return over 5 years is better than : 24.22 vs. HBLSX (5.41).
| FMUFX | HBLSX | FMUFX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.09 | 0.96 | 114% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 6.579 | 4.126 | 159% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.44B | 11B | 13% |
| Annual Yield % from dividends | 1.74 | 3.07 | 57% |
| Returns for 1 year | 14.11 | 3.97 | 356% |
| Returns for 3 years | 31.21 | 16.93 | 184% |
| Returns for 5 years | 24.22 | 5.41 | 448% |
| Returns for 10 years | 57.30 | 37.33 | 153% |
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