Interact to see
Advertisement
Advertisement
FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
FMUFX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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 : 14.11 vs. HBLYX (4.31). FMUFX return over 5 years is better than : 24.22 vs. HBLYX (7.12).
| 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 | 6.579 | 4.321 | 152% |
| 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 | 14.11 | 4.31 | 328% |
| Returns for 3 years | 31.21 | 18.04 | 173% |
| Returns for 5 years | 24.22 | 7.12 | 340% |
| Returns for 10 years | 57.30 | 41.43 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers