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FMUAX vs HBLTX
FMUAX vs HBLTX Comparison
Open Charts FMUAX vs HBLTX
Federated Hermes Muni and Stock Adv A
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.42B
Hartford Balanced Income R5
Price$14.97
Change-$0.18 (-1.19%)
VolumeN/A
Net Assets11.64B
FMUAX vs HBLTX Comparison Chart in %
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FMUAX vs. HBLTX commentary
Feb 04, 2026
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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. FMUAX (1.42B). HBLTX pays higher dividends than FMUAX: HBLTX (3.38) vs FMUAX (1.67). FMUAX was incepted earlier than HBLTX: FMUAX (22 years) vs HBLTX (16 years). FMUAX (1.09) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 90.00 vs. FMUAX (31.00). HBLTX has a lower initial minimum investment than FMUAX: HBLTX (0) vs FMUAX (1500). FMUAX annual gain was more profitable for investors over the last year : 9.41 vs. HBLTX (6.33). FMUAX return over 5 years is better than : 25.51 vs. HBLTX (12.36).
| FMUAX | HBLTX | FMUAX / HBLTX | |
| Total Expense Ratio | 0.99 | 0.66 | 150% |
| Annual Report Gross Expense Ratio | 1.09 | 0.66 | 165% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 1.794 | 2.115 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.42B | 11.6B | 12% |
| Annual Yield % from dividends | 1.67 | 3.38 | 49% |
| Returns for 1 year | 9.41 | 6.33 | 149% |
| Returns for 3 years | 28.07 | 16.44 | 171% |
| Returns for 5 years | 25.51 | 12.36 | 206% |
| Returns for 10 years | 61.39 | 55.14 | 111% |
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