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FMUAX vs HBLSX
FMUAX vs HBLSX Comparison
Open Charts FMUAX vs HBLSX
Federated Hermes Muni and Stock Adv A
Price$15.61
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.38B
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FMUAX vs HBLSX Comparison Chart in %
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FMUAX vs. HBLSX commentary
Oct 19, 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FMUAX (1.38B). HBLSX pays higher dividends than FMUAX: HBLSX (3.18) vs FMUAX (1.97). FMUAX was incepted earlier than HBLSX: FMUAX (22 years) vs HBLSX (15 years). FMUAX (1.08) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). HBLSX has a lower initial minimum investment than FMUAX: HBLSX (0) vs FMUAX (1500). FMUAX annual gain was more profitable for investors over the last year : 6.32 vs. HBLSX (2.09). FMUAX return over 5 years is better than : 30.29 vs. HBLSX (15.53).
| FMUAX | HBLSX | FMUAX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 7.205 | 8.741 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.38B | 11.8B | 12% |
| Annual Yield % from dividends | 1.97 | 3.18 | 62% |
| Returns for 1 year | 6.32 | 2.09 | 302% |
| Returns for 3 years | 32.23 | 23.89 | 135% |
| Returns for 5 years | 30.29 | 15.53 | 195% |
| Returns for 10 years | 53.56 | 44.51 | 120% |
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