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FMUAX vs HBLTX
FMUAX vs HBLTX Comparison
Open Charts FMUAX vs HBLTX
Federated Hermes Muni and Stock Adv A
Price$16.05
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.42B
Hartford Balanced Income R5
Price$14.92
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.65B
FMUAX vs HBLTX Comparison Chart in %
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FMUAX vs. HBLTX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. FMUAX (1.42B). HBLTX pays higher dividends than FMUAX: HBLTX (3.45) vs FMUAX (1.65). FMUAX was incepted earlier than HBLTX: FMUAX (22 years) vs HBLTX (16 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 : 11.43 vs. HBLTX (8.30). FMUAX return over 5 years is better than : 25.33 vs. HBLTX (10.89).
| 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 | 16 years | - |
| Gain YTD | 1.260 | 1.228 | 103% |
| 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 | 1.65 | 3.45 | 48% |
| Returns for 1 year | 11.43 | 8.30 | 138% |
| Returns for 3 years | 28.24 | 15.59 | 181% |
| Returns for 5 years | 25.33 | 10.89 | 233% |
| Returns for 10 years | 62.61 | 55.39 | 113% |
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