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FMUAX vs HBLTX
FMUAX vs HBLTX Comparison
Open Charts FMUAX vs HBLTX
Federated Hermes Muni and Stock Adv A
Price$15.32
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income R5
Price$15.20
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
FMUAX vs HBLTX Comparison Chart in %
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FMUAX vs. HBLTX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. FMUAX (1.37B). HBLTX pays higher dividends than FMUAX: HBLTX (3.46) vs FMUAX (2.03). 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 : 7.02 vs. HBLTX (4.22). FMUAX return over 5 years is better than : 28.43 vs. HBLTX (17.91).
| FMUAX | HBLTX | FMUAX / HBLTX | |
| Total Expense Ratio | 0.99 | 0.66 | 150% |
| Annual Report Gross Expense Ratio | 1.08 | 0.66 | 164% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 4.725 | 8.393 | 56% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.37B | 12B | 11% |
| Annual Yield % from dividends | 2.03 | 3.46 | 59% |
| Returns for 1 year | 7.02 | 4.22 | 166% |
| Returns for 3 years | 23.88 | 17.07 | 140% |
| Returns for 5 years | 28.43 | 17.91 | 159% |
| Returns for 10 years | 53.85 | 50.94 | 106% |
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