Interact to see
Advertisement
Advertisement
FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$15.61
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.38B
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
FMUAX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUAX vs. HBLYX commentary
Oct 19, 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FMUAX (1.38B). HBLYX pays higher dividends than FMUAX: HBLYX (3.44) vs FMUAX (1.97). FMUAX was incepted earlier than HBLYX: FMUAX (22 years) vs HBLYX (19 years). FMUAX (1.08) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). FMUAX has a lower initial minimum investment than HBLYX: FMUAX (1500) vs HBLYX (250000). FMUAX annual gain was more profitable for investors over the last year : 6.32 vs. HBLYX (2.51). FMUAX return over 5 years is better than : 30.29 vs. HBLYX (17.35).
| FMUAX | HBLYX | FMUAX / HBLYX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.08 | 0.67 | 161% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 7.205 | 9.048 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.38B | 11.8B | 12% |
| Annual Yield % from dividends | 1.97 | 3.44 | 57% |
| Returns for 1 year | 6.32 | 2.51 | 251% |
| Returns for 3 years | 32.23 | 25.18 | 128% |
| Returns for 5 years | 30.29 | 17.35 | 175% |
| Returns for 10 years | 53.56 | 48.84 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement