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FMUCX vs HBLTX
FMUCX vs HBLTX Comparison
Open Charts FMUCX vs HBLTX
Federated Hermes Muni and Stock Adv C
Price$14.98
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
FMUCX vs HBLTX Comparison Chart in %
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FMUCX vs. HBLTX commentary
Jul 27, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. FMUCX (1.34B). HBLTX pays higher dividends than FMUCX: HBLTX (3.54) vs FMUCX (1.34). FMUCX was incepted earlier than HBLTX: FMUCX (22 years) vs HBLTX (15 years). FMUCX (1.83) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FMUCX (23.00). HBLTX has a lower initial minimum investment than FMUCX: HBLTX (0) vs FMUCX (1500). HBLTX annual gain was more profitable for investors over the last year : 5.36 vs. FMUCX (4.87). FMUCX return over 5 years is better than : 24.10 vs. HBLTX (16.36).
| FMUCX | HBLTX | FMUCX / HBLTX | |
| Total Expense Ratio | 1.74 | 0.66 | 264% |
| Annual Report Gross Expense Ratio | 1.83 | 0.66 | 277% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 2.297 | 6.610 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 11.9B | 11% |
| Annual Yield % from dividends | 1.34 | 3.54 | 38% |
| Returns for 1 year | 4.87 | 5.36 | 91% |
| Returns for 3 years | 18.71 | 15.38 | 122% |
| Returns for 5 years | 24.10 | 16.36 | 147% |
| Returns for 10 years | 38.69 | 44.79 | 86% |
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