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FMUCX vs HBLVX
FMUCX vs HBLVX Comparison
Open Charts FMUCX vs HBLVX
Federated Hermes Muni and Stock Adv C
Price$15.78
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.4B
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
FMUCX vs HBLVX Comparison Chart in %
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FMUCX vs. HBLVX commentary
Dec 04, 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. FMUCX (1.4B). HBLVX pays higher dividends than FMUCX: HBLVX (3.48) vs FMUCX (1.16). FMUCX was incepted earlier than HBLVX: FMUCX (22 years) vs HBLVX (11 years). FMUCX (1.83) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FMUCX (23.00). HBLVX has a lower initial minimum investment than FMUCX: HBLVX (0) vs FMUCX (1500). FMUCX annual gain was more profitable for investors over the last year : 6.22 vs. HBLVX (3.03). FMUCX return over 5 years is better than : 22.53 vs. HBLVX (14.48).
| FMUCX | HBLVX | FMUCX / HBLVX | |
| Total Expense Ratio | 1.74 | 0.56 | 311% |
| Annual Report Gross Expense Ratio | 1.83 | 0.56 | 327% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 8.665 | 10.205 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.4B | 11.8B | 12% |
| Annual Yield % from dividends | 1.16 | 3.48 | 33% |
| Returns for 1 year | 6.22 | 3.03 | 205% |
| Returns for 3 years | 24.93 | 16.01 | 156% |
| Returns for 5 years | 22.53 | 14.48 | 156% |
| Returns for 10 years | 46.74 | 49.92 | 94% |
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