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FMUFX vs HBLAX
FMUFX vs HBLAX Comparison
Open Charts FMUFX vs HBLAX
Federated Hermes Muni and Stock Adv F
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.42B
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
FMUFX vs HBLAX Comparison Chart in %
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FMUFX vs. HBLAX commentary
Feb 05, 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 FMUFX is a Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. FMUFX (1.42B). HBLAX pays higher dividends than FMUFX: HBLAX (3.21) vs FMUFX (1.67). FMUFX was incepted earlier than HBLAX: FMUFX (19 years) vs HBLAX (20 years). FMUFX (1.09) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FMUFX (31.00). HBLAX initial investment is less costly to investors than FMUFX (1%) vs FMUFX (1%). FMUFX has a lower initial minimum investment than HBLAX: FMUFX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FMUFX: HBLAX (2000) vs FMUFX (250). FMUFX annual gain was more profitable for investors over the last year : 9.41 vs. HBLAX (6.08). FMUFX return over 5 years is better than : 25.51 vs. HBLAX (11.02).
| FMUFX | HBLAX | FMUFX / HBLAX | |
| Total Expense Ratio | 0.99 | 0.89 | 111% |
| Annual Report Gross Expense Ratio | 1.09 | 0.89 | 122% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 1.794 | 2.062 | 87% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.42B | 11.6B | 12% |
| Annual Yield % from dividends | 1.67 | 3.21 | 52% |
| Returns for 1 year | 9.41 | 6.08 | 155% |
| Returns for 3 years | 28.07 | 15.65 | 179% |
| Returns for 5 years | 25.51 | 11.02 | 232% |
| Returns for 10 years | 61.40 | 51.80 | 119% |