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FMUAX vs HBLFX
FMUAX vs HBLFX Comparison
Open Charts FMUAX vs HBLFX
Federated Hermes Muni and Stock Adv A
Price$14.95
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income F
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUAX vs HBLFX Comparison Chart in %
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FMUAX vs. HBLFX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. FMUAX (1.34B). HBLFX pays higher dividends than FMUAX: HBLFX (3.66) vs FMUAX (2.09). FMUAX was incepted earlier than HBLFX: FMUAX (22 years) vs HBLFX (8 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). HBLFX annual gain was more profitable for investors over the last year : 7.06 vs. FMUAX (5.37). FMUAX return over 5 years is better than : 31.48 vs. HBLFX (19.90).
| 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 | 8 years | - |
| Gain YTD | 2.285 | 6.356 | 36% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 12B | 11% |
| Annual Yield % from dividends | 2.09 | 3.66 | 57% |
| Returns for 1 year | 5.37 | 7.06 | 76% |
| Returns for 3 years | 22.40 | 17.35 | 129% |
| Returns for 5 years | 31.48 | 19.90 | 158% |
| Returns for 10 years | 47.37 | N/A | - |
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