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FMUAX vs HBLVX
FMUAX vs HBLVX Comparison
Open Charts FMUAX vs HBLVX
Federated Hermes Muni and Stock Adv A
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.42B
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
FMUAX vs HBLVX Comparison Chart in %
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FMUAX vs. HBLVX 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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. FMUAX (1.42B). HBLVX pays higher dividends than FMUAX: HBLVX (3.46) vs FMUAX (1.67). FMUAX was incepted earlier than HBLVX: FMUAX (22 years) vs HBLVX (11 years). FMUAX (1.09) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 90.00 vs. FMUAX (31.00). HBLVX has a lower initial minimum investment than FMUAX: HBLVX (0) vs FMUAX (1500). FMUAX annual gain was more profitable for investors over the last year : 9.41 vs. HBLVX (6.46). FMUAX return over 5 years is better than : 25.51 vs. HBLVX (13.00).
| FMUAX | HBLVX | FMUAX / HBLVX | |
| Total Expense Ratio | 0.99 | 0.56 | 177% |
| Annual Report Gross Expense Ratio | 1.09 | 0.56 | 195% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 1.794 | 2.097 | 86% |
| 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 | 3.46 | 48% |
| Returns for 1 year | 9.41 | 6.46 | 146% |
| Returns for 3 years | 28.07 | 16.82 | 167% |
| Returns for 5 years | 25.51 | 13.00 | 196% |
| Returns for 10 years | 61.39 | 56.73 | 108% |
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