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FMUAX vs HBLRX
FMUAX vs HBLRX Comparison
Open Charts FMUAX vs HBLRX
Federated Hermes Muni and Stock Adv A
Price$15.79
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.4B
Hartford Balanced Income R3
Price$15.36
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
FMUAX vs HBLRX Comparison Chart in %
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FMUAX vs. HBLRX commentary
Dec 04, 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 Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FMUAX (1.4B). HBLRX pays higher dividends than FMUAX: HBLRX (2.85) vs FMUAX (1.87). FMUAX was incepted earlier than HBLRX: FMUAX (22 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than FMUAX (1.08). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). HBLRX has a lower initial minimum investment than FMUAX: HBLRX (0) vs FMUAX (1500). FMUAX annual gain was more profitable for investors over the last year : 6.95 vs. HBLRX (2.25). FMUAX return over 5 years is better than : 27.05 vs. HBLRX (10.47).
| FMUAX | HBLRX | FMUAX / HBLRX | |
| Total Expense Ratio | 0.99 | 1.28 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 1.28 | 84% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 9.266 | 9.430 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.4B | 11.8B | 12% |
| Annual Yield % from dividends | 1.87 | 2.85 | 66% |
| Returns for 1 year | 6.95 | 2.25 | 308% |
| Returns for 3 years | 27.68 | 13.43 | 206% |
| Returns for 5 years | 27.05 | 10.47 | 258% |
| Returns for 10 years | 55.71 | 40.87 | 136% |
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