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FMUAX vs HBLAX
FMUAX vs HBLAX Comparison
Open Charts FMUAX vs HBLAX
Federated Hermes Muni and Stock Adv A
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income A
Price$14.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
FMUAX vs HBLAX Comparison Chart in %
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FMUAX vs. HBLAX commentary
Aug 18, 2025
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 FMUAX is a Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. FMUAX (1.36B). HBLAX pays higher dividends than FMUAX: HBLAX (3.35) vs FMUAX (2.08). FMUAX was incepted earlier than HBLAX: FMUAX (22 years) vs HBLAX (19 years). FMUAX (1.08) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). HBLAX initial investment is less costly to investors than FMUAX (5%) vs FMUAX (5%). FMUAX has a lower initial minimum investment than HBLAX: FMUAX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FMUAX: HBLAX (2000) vs FMUAX (250). FMUAX annual gain was more profitable for investors over the last year : 5.62 vs. HBLAX (4.24). FMUAX return over 5 years is better than : 27.01 vs. HBLAX (15.06).
| FMUAX | HBLAX | FMUAX / HBLAX | |
| Total Expense Ratio | 0.99 | 0.89 | 111% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 3.632 | 7.120 | 51% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.08 | 3.35 | 62% |
| Returns for 1 year | 5.62 | 4.24 | 133% |
| Returns for 3 years | 18.69 | 11.17 | 167% |
| Returns for 5 years | 27.01 | 15.06 | 179% |
| Returns for 10 years | 47.55 | 41.91 | 113% |
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