FUMBX
Price
$10.25
Change
+$0.01 (+0.10%)
Updated
Jul 15 closing price
Net Assets
3.57B
NSIUX
Price
$9.35
Change
+$0.01 (+0.11%)
Updated
Jul 15 closing price
Net Assets
24.52M
Interact to see
Advertisement

FUMBX vs NSIUX

FUMBX vs NSIUX Comparison Chart in %
View a ticker or compare two or three
VS
FUMBX vs. NSIUX commentary
Jul 17, 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 NSIUX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FUMBX has more cash in the bank: 3.57B vs. NSIUX (24.5M). FUMBX pays higher dividends than NSIUX: FUMBX (3.80) vs NSIUX (3.43). FUMBX was incepted earlier than NSIUX: FUMBX (9 years) vs NSIUX (27 years). NSIUX (0.73) is less costly to investors than FUMBX (0.03). NSIUX is a more actively managed with annual turnover of: 74.89 vs. FUMBX (35.00). FUMBX has a lower initial minimum investment than NSIUX: FUMBX (0) vs NSIUX (2500). FUMBX annual gain was more profitable for investors over the last year : 3.13 vs. NSIUX (2.80). FUMBX return over 5 years is better than : 6.86 vs. NSIUX (5.53).
FUMBXNSIUXFUMBX / NSIUX
Total Expense Ratio0.030.447%
Annual Report Gross Expense Ratio0.030.734%
Fund Existence9 years27 years-
Gain YTD0.2570.159162%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B24.5M14,580%
Annual Yield % from dividends3.803.43111%
Returns for 1 year3.132.80112%
Returns for 3 years12.7612.02106%
Returns for 5 years6.865.53124%
Returns for 10 yearsN/A12.99-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ACECX16.270.03
+0.18%
American Century Emerging Markets C
MITDX39.49N/A
N/A
MFS Massachusetts Investors Tr R4
NUGIX35.88N/A
N/A
Nuveen Global Dividend Growth I
TASZX25.46N/A
N/A
Third Avenue Small Cap Value Z
NSNRX57.25-0.08
-0.14%
Neuberger Small Cap Growth R3