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FMUAX vs HBLFX
FMUAX vs HBLFX Comparison
Open Charts FMUAX vs HBLFX
Federated Hermes Muni and Stock Adv A
Price$15.32
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income F
Price$15.10
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
FMUAX vs HBLFX Comparison Chart in %
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FMUAX vs. HBLFX commentary
Sep 09, 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 HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. FMUAX (1.37B). HBLFX pays higher dividends than FMUAX: HBLFX (3.58) vs FMUAX (2.03). FMUAX was incepted earlier than HBLFX: FMUAX (22 years) vs HBLFX (9 years). FMUAX (1.08) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). FMUAX has a lower initial minimum investment than HBLFX: FMUAX (1500) vs HBLFX (1000000). FMUAX annual gain was more profitable for investors over the last year : 7.02 vs. HBLFX (4.29). FMUAX return over 5 years is better than : 28.43 vs. HBLFX (18.39).
| FMUAX | HBLFX | FMUAX / HBLFX | |
| Total Expense Ratio | 0.99 | 0.56 | 177% |
| Annual Report Gross Expense Ratio | 1.08 | 0.56 | 193% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 4.725 | 8.511 | 56% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.37B | 12B | 11% |
| Annual Yield % from dividends | 2.03 | 3.58 | 57% |
| Returns for 1 year | 7.02 | 4.29 | 164% |
| Returns for 3 years | 23.88 | 17.40 | 137% |
| Returns for 5 years | 28.43 | 18.39 | 155% |
| Returns for 10 years | 53.85 | N/A | - |
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