Interact to see
Advertisement
Advertisement
FMUIX vs HBLAX
FMUIX vs HBLAX Comparison
Open Charts FMUIX vs HBLAX
FMUIX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUIX vs. HBLAX commentary
Sep 13, 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 FMUIX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 10.9B vs. FMUIX (1.43B). HBLAX pays higher dividends than FMUIX: HBLAX (3.13) vs FMUIX (2.09). FMUIX was incepted earlier than HBLAX: FMUIX (16 years) vs HBLAX (20 years). HBLAX (0.89) is less costly to investors than FMUIX (0.84). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FMUIX (31.00). HBLAX has a lower initial minimum investment than FMUIX: HBLAX (2000) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 9.13 vs. HBLAX (1.22). FMUIX return over 5 years is better than : 24.63 vs. HBLAX (4.63).
| FMUIX | HBLAX | FMUIX / HBLAX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.84 | 0.89 | 94% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 5.864 | 4.076 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.43B | 10.9B | 13% |
| Annual Yield % from dividends | 2.09 | 3.13 | 67% |
| Returns for 1 year | 9.13 | 1.22 | 749% |
| Returns for 3 years | 34.27 | 19.75 | 173% |
| Returns for 5 years | 24.63 | 4.63 | 533% |
| Returns for 10 years | 61.06 | 39.00 | 157% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement