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FMUCX vs HBLSX
FMUCX vs HBLSX Comparison
Open Charts FMUCX vs HBLSX
Federated Hermes Muni and Stock Adv C
Price$15.59
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.38B
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
FMUCX vs HBLSX Comparison Chart in %
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FMUCX vs. HBLSX commentary
Oct 18, 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 Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FMUCX (1.38B). HBLSX pays higher dividends than FMUCX: HBLSX (3.18) vs FMUCX (1.25). FMUCX was incepted earlier than HBLSX: FMUCX (22 years) vs HBLSX (15 years). FMUCX (1.83) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUCX (23.00). HBLSX has a lower initial minimum investment than FMUCX: HBLSX (0) vs FMUCX (1500). FMUCX annual gain was more profitable for investors over the last year : 5.25 vs. HBLSX (2.09). FMUCX return over 5 years is better than : 25.18 vs. HBLSX (15.53).
| FMUCX | HBLSX | FMUCX / HBLSX | |
| Total Expense Ratio | 1.74 | 0.96 | 181% |
| Annual Report Gross Expense Ratio | 1.83 | 0.96 | 191% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 6.341 | 8.741 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.38B | 11.8B | 12% |
| Annual Yield % from dividends | 1.25 | 3.18 | 39% |
| Returns for 1 year | 5.25 | 2.09 | 251% |
| Returns for 3 years | 28.89 | 23.89 | 121% |
| Returns for 5 years | 25.18 | 15.53 | 162% |
| Returns for 10 years | 44.29 | 44.51 | 99% |
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