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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
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 NELYX is a Hold.
FUNDAMENTALS
Fundamentals
FUMBX has more cash in the bank: 3.61B vs. NELYX (643M). FUMBX (3.87) 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 : 1.39 vs. FUMBX (1.01). NELYX return over 5 years is better than : 9.99 vs. FUMBX (6.26).
| 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 | -0.181 | 0.242 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 643M | 561% |
| Annual Yield % from dividends | 3.87 | 3.72 | 104% |
| Returns for 1 year | 1.01 | 1.39 | 73% |
| Returns for 3 years | 12.54 | 13.51 | 93% |
| Returns for 5 years | 6.26 | 9.99 | 63% |
| Returns for 10 years | N/A | 19.48 | - |
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