FUMBX
Price
$10.13
Change
-$0.01 (-0.10%)
Updated
Sep 14 closing price
Net Assets
3.61B
NECLX
Price
$10.66
Change
-$0.01 (-0.09%)
Updated
Sep 14 closing price
Net Assets
643.3M
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FUMBX vs NECLX

FUMBX vs NECLX Comparison Chart in %
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FUMBX vs. NECLX commentary
Sep 15, 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 FUMBX is a Hold and NECLX is a Hold.

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FUNDAMENTALS
Fundamentals
FUMBX has more cash in the bank: 3.61B vs. NECLX (643M). FUMBX pays higher dividends than NECLX: FUMBX (3.87) vs NECLX (2.71). FUMBX was incepted earlier than NECLX: FUMBX (9 years) vs NECLX (32 years). NECLX (1.53) is less costly to investors than FUMBX (0.03). NECLX is a more actively managed with annual turnover of: 269.00 vs. FUMBX (35.00). FUMBX has a lower initial minimum investment than NECLX: FUMBX (0) vs NECLX (2500). FUMBX annual gain was more profitable for investors over the last year : 1.01 vs. NECLX (0.46). FUMBX return over 5 years is better than : 6.26 vs. NECLX (4.56).
FUMBXNECLXFUMBX / NECLX
Total Expense Ratio0.031.452%
Annual Report Gross Expense Ratio0.031.532%
Fund Existence9 years32 years-
Gain YTD-0.181-0.43941%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets3.61B643M561%
Annual Yield % from dividends3.872.71143%
Returns for 1 year1.010.46221%
Returns for 3 years12.5410.15124%
Returns for 5 years6.264.56137%
Returns for 10 yearsN/A8.08-
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