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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
FMUFX vs HBLYX Comparison Chart in %
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FMUFX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11B vs. FMUFX (1.44B). HBLYX pays higher dividends than FMUFX: HBLYX (3.32) vs FMUFX (1.74). FMUFX was incepted earlier than HBLYX: FMUFX (19 years) vs HBLYX (20 years). FMUFX (1.09) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. FMUFX (31.00). FMUFX has a lower initial minimum investment than HBLYX: FMUFX (1500) vs HBLYX (250000). FMUFX annual gain was more profitable for investors over the last year : 13.22 vs. HBLYX (3.96). FMUFX return over 5 years is better than : 23.33 vs. HBLYX (6.70).
| FMUFX | HBLYX | FMUFX / HBLYX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.09 | 0.67 | 163% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 5.814 | 3.908 | 149% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.44B | 11B | 13% |
| Annual Yield % from dividends | 1.74 | 3.32 | 52% |
| Returns for 1 year | 13.22 | 3.96 | 334% |
| Returns for 3 years | 30.27 | 17.66 | 171% |
| Returns for 5 years | 23.33 | 6.70 | 348% |
| Returns for 10 years | 55.93 | 40.87 | 137% |
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