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FMUCX vs HBLTX
FMUCX vs HBLTX Comparison
Open Charts FMUCX vs HBLTX
Federated Hermes Muni and Stock Adv C
Price$16.09
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.42B
Hartford Balanced Income R5
Price$14.97
Change-$0.18 (-1.19%)
VolumeN/A
Net Assets11.64B
FMUCX vs HBLTX Comparison Chart in %
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FMUCX vs. HBLTX commentary
Feb 04, 2026
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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. FMUCX (1.42B). HBLTX pays higher dividends than FMUCX: HBLTX (3.38) vs FMUCX (0.96). FMUCX was incepted earlier than HBLTX: FMUCX (22 years) vs HBLTX (16 years). FMUCX (1.84) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 90.00 vs. FMUCX (31.00). HBLTX has a lower initial minimum investment than FMUCX: HBLTX (0) vs FMUCX (1500). FMUCX annual gain was more profitable for investors over the last year : 8.66 vs. HBLTX (6.33). FMUCX return over 5 years is better than : 21.04 vs. HBLTX (12.36).
| FMUCX | HBLTX | FMUCX / HBLTX | |
| Total Expense Ratio | 1.74 | 0.66 | 264% |
| Annual Report Gross Expense Ratio | 1.84 | 0.66 | 279% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 1.729 | 2.115 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.42B | 11.6B | 12% |
| Annual Yield % from dividends | 0.96 | 3.38 | 28% |
| Returns for 1 year | 8.66 | 6.33 | 137% |
| Returns for 3 years | 25.30 | 16.44 | 154% |
| Returns for 5 years | 21.04 | 12.36 | 170% |
| Returns for 10 years | 52.10 | 55.14 | 94% |
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