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FMUAX vs HBLVX
FMUAX vs HBLVX Comparison
Open Charts FMUAX vs HBLVX
Federated Hermes Muni and Stock Adv A
Price$15.84
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.4B
Hartford Balanced Income R6
Price$15.39
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.73B
FMUAX vs HBLVX Comparison Chart in %
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FMUAX vs. HBLVX commentary
Nov 14, 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 Hold and HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. FMUAX (1.4B). HBLVX pays higher dividends than FMUAX: HBLVX (3.54) vs FMUAX (1.89). 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). FMUAX annual gain was more profitable for investors over the last year : 7.75 vs. HBLVX (4.04). FMUAX return over 5 years is better than : 29.10 vs. HBLVX (16.16).
| FMUAX | HBLVX | FMUAX / HBLVX | |
| Total Expense Ratio | 0.99 | 0.56 | 177% |
| Annual Report Gross Expense Ratio | 1.08 | 0.56 | 193% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 8.784 | 9.920 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.4B | 11.7B | 12% |
| Annual Yield % from dividends | 1.89 | 3.54 | 53% |
| Returns for 1 year | 7.75 | 4.04 | 192% |
| Returns for 3 years | 30.77 | 19.82 | 155% |
| Returns for 5 years | 29.10 | 16.16 | 180% |
| Returns for 10 years | 57.54 | 51.66 | 111% |
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