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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$15.79
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.4B
Hartford Balanced Income Y
Price$15.53
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
FMUAX vs HBLYX Comparison Chart in %
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FMUAX vs. HBLYX commentary
Dec 04, 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 (1.4B). HBLYX pays higher dividends than FMUAX: HBLYX (3.38) vs FMUAX (1.87). 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 : 6.95 vs. HBLYX (2.92). FMUAX return over 5 years is better than : 27.05 vs. HBLYX (13.86).
| 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 | 9.266 | 10.118 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.4B | 11.8B | 12% |
| Annual Yield % from dividends | 1.87 | 3.38 | 55% |
| Returns for 1 year | 6.95 | 2.92 | 238% |
| Returns for 3 years | 27.68 | 15.62 | 177% |
| Returns for 5 years | 27.05 | 13.86 | 195% |
| Returns for 10 years | 55.71 | 48.85 | 114% |
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