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FUMBX vs NELYX
FUMBX vs NELYX Comparison
Open Charts FUMBX vs NELYX
FUMBX vs NELYX Comparison Chart in %
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FUMBX vs. NELYX commentary
Aug 23, 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 NELYX is a Hold.
FUNDAMENTALS
Fundamentals
FUMBX has more cash in the bank: 3.56B vs. NELYX (659M). FUMBX (3.84) and NELYX (3.72) have matching dividends . FUMBX was incepted earlier than NELYX: FUMBX (9 years) vs NELYX (32 years). NELYX (0.53) is less costly to investors than FUMBX (0.03). NELYX is a more actively managed with annual turnover of: 269.00 vs. FUMBX (35.00). FUMBX has a lower initial minimum investment than NELYX: FUMBX (0) vs NELYX (100000). NELYX annual gain was more profitable for investors over the last year : 2.72 vs. FUMBX (2.56). NELYX return over 5 years is better than : 10.55 vs. FUMBX (7.08).
| FUMBX | NELYX | FUMBX / NELYX | |
| Total Expense Ratio | 0.03 | 0.45 | 7% |
| Annual Report Gross Expense Ratio | 0.03 | 0.53 | 6% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 0.527 | 0.777 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 659M | 541% |
| Annual Yield % from dividends | 3.84 | 3.72 | 103% |
| Returns for 1 year | 2.56 | 2.72 | 94% |
| Returns for 3 years | 13.72 | 14.52 | 95% |
| Returns for 5 years | 7.08 | 10.55 | 67% |
| Returns for 10 years | N/A | 20.18 | - |
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