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FMUCX vs HBLRX
FMUCX vs HBLRX Comparison
Open Charts FMUCX vs HBLRX
Federated Hermes Muni and Stock Adv C
Price$15.89
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FMUCX vs HBLRX Comparison Chart in %
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FMUCX vs. HBLRX commentary
Dec 28, 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 StrongBuy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FMUCX (1.41B). HBLRX pays higher dividends than FMUCX: HBLRX (2.85) vs FMUCX (1.16). FMUCX was incepted earlier than HBLRX: FMUCX (22 years) vs HBLRX (16 years). FMUCX (1.83) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FMUCX (23.00). HBLRX has a lower initial minimum investment than FMUCX: HBLRX (0) vs FMUCX (1500). FMUCX annual gain was more profitable for investors over the last year : 8.13 vs. HBLRX (5.98). FMUCX return over 5 years is better than : 22.11 vs. HBLRX (7.97).
| FMUCX | HBLRX | FMUCX / HBLRX | |
| Total Expense Ratio | 1.74 | 1.28 | 136% |
| Annual Report Gross Expense Ratio | 1.83 | 1.28 | 143% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 8.938 | 6.346 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 11.7B | 12% |
| Annual Yield % from dividends | 1.16 | 2.85 | 41% |
| Returns for 1 year | 8.13 | 5.98 | 136% |
| Returns for 3 years | 27.91 | 16.48 | 169% |
| Returns for 5 years | 22.11 | 7.97 | 277% |
| Returns for 10 years | 46.67 | 40.60 | 115% |
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