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FMUCX vs HBLVX
FMUCX vs HBLVX Comparison
Open Charts FMUCX vs HBLVX
Federated Hermes Muni and Stock Adv C
Price$15.71
Change-$0.12 (-0.76%)
VolumeN/A
Net Assets1.4B
Hartford Balanced Income R6
Price$15.31
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
FMUCX vs HBLVX Comparison Chart in %
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FMUCX vs. HBLVX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. FMUCX (1.41B). HBLVX pays higher dividends than FMUCX: HBLVX (3.54) vs FMUCX (1.18). 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 : 6.95 vs. HBLVX (4.04). FMUCX return over 5 years is better than : 24.27 vs. HBLVX (16.16).
| 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 | 8.117 | 9.920 | 82% |
| 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 | 1.18 | 3.54 | 33% |
| Returns for 1 year | 6.95 | 4.04 | 172% |
| Returns for 3 years | 27.79 | 19.82 | 140% |
| Returns for 5 years | 24.27 | 16.16 | 150% |
| Returns for 10 years | 48.41 | 51.66 | 94% |
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