FMUAX
Price
$14.95
Change
+$0.06 (+0.40%)
Updated
Jul 3 closing price
Net Assets
1.34B
HBLVX
Price
$15.01
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
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FMUAX vs HBLVX

Header iconFMUAX vs HBLVX Comparison
Open Charts FMUAX vs HBLVXBanner chart's image
Federated Hermes Muni and Stock Adv A
Price$14.95
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUAX vs HBLVX Comparison Chart in %
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FMUAX vs. HBLVX commentary
Jul 06, 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 HBLVX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. FMUAX (1.34B). HBLVX pays higher dividends than FMUAX: HBLVX (3.61) vs FMUAX (2.09). FMUAX was incepted earlier than HBLVX: FMUAX (22 years) vs HBLVX (11 years). FMUAX (1.08) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). HBLVX has a lower initial minimum investment than FMUAX: HBLVX (0) vs FMUAX (1500). HBLVX annual gain was more profitable for investors over the last year : 7.03 vs. FMUAX (5.37). FMUAX return over 5 years is better than : 31.48 vs. HBLVX (20.01).
FMUAXHBLVXFMUAX / HBLVX
Total Expense Ratio0.990.56177%
Annual Report Gross Expense Ratio1.080.56193%
Fund Existence22 years11 years-
Gain YTD2.2856.26136%
Front Load5%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets1.34B12B11%
Annual Yield % from dividends2.093.6158%
Returns for 1 year5.377.0376%
Returns for 3 years22.4017.41129%
Returns for 5 years31.4820.01157%
Returns for 10 years47.3745.58104%
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