FMUAX
Price
$14.99
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
1.34B
HBLTX
Price
$14.95
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
Interact to see
Advertisement

FMUAX vs HBLTX

Header iconFMUAX vs HBLTX Comparison
Open Charts FMUAX vs HBLTXBanner chart's image
Federated Hermes Muni and Stock Adv A
Price$14.99
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
FMUAX vs HBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FMUAX vs. HBLTX commentary
Jul 27, 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 HBLTX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. FMUAX (1.34B). HBLTX pays higher dividends than FMUAX: HBLTX (3.54) vs FMUAX (2.09). FMUAX was incepted earlier than HBLTX: FMUAX (22 years) vs HBLTX (15 years). FMUAX (1.08) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). 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 : 5.66 vs. HBLTX (5.36). FMUAX return over 5 years is better than : 28.83 vs. HBLTX (16.36).
FMUAXHBLTXFMUAX / HBLTX
Total Expense Ratio0.990.66150%
Annual Report Gross Expense Ratio1.080.66164%
Fund Existence22 years15 years-
Gain YTD2.6736.61040%
Front Load5%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets1.34B11.9B11%
Annual Yield % from dividends2.093.5459%
Returns for 1 year5.665.36106%
Returns for 3 years21.3215.38139%
Returns for 5 years28.8316.36176%
Returns for 10 years47.2644.79106%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HWAY30.200.54
+1.83%
Themes US Infrastructure ETF
AFB10.180.08
+0.79%
Alliance National Municipal Income Fund
NVDD4.24N/A
+0.12%
Direxion Daily NVDA Bear 1X ETF
AOM46.01N/A
N/A
iShares Core 40/60 Moderate Allc ETF
KWT38.58N/A
N/A
iShares® MSCI Kuwait ETF