Interact to see
Advertisement
Advertisement
FMUCX vs HBLFX
FMUCX vs HBLFX Comparison
Open Charts FMUCX vs HBLFX
Federated Hermes Muni and Stock Adv C
Price$14.56
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets1.33B
Hartford Balanced Income F
Price$14.62
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
FMUCX vs HBLFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMUCX vs. HBLFX commentary
Jun 15, 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 FMUCX is a Buy and HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. FMUCX (1.33B). HBLFX pays higher dividends than FMUCX: HBLFX (3.68) vs FMUCX (1.37). FMUCX was incepted earlier than HBLFX: FMUCX (22 years) vs HBLFX (8 years). FMUCX (1.83) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FMUCX (23.00). FMUCX has a lower initial minimum investment than HBLFX: FMUCX (1500) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 4.78 vs. FMUCX (2.48). FMUCX return over 5 years is better than : 24.22 vs. HBLFX (17.86).
| FMUCX | HBLFX | FMUCX / HBLFX | |
| Total Expense Ratio | 1.74 | 0.56 | 311% |
| Annual Report Gross Expense Ratio | 1.83 | 0.56 | 327% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | -0.714 | 4.096 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.33B | 11.8B | 11% |
| Annual Yield % from dividends | 1.37 | 3.68 | 37% |
| Returns for 1 year | 2.48 | 4.78 | 52% |
| Returns for 3 years | 18.79 | 16.94 | 111% |
| Returns for 5 years | 24.22 | 17.86 | 136% |
| Returns for 10 years | 34.15 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers