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FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$15.27
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income R3
Price$15.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUFX vs HBLRX Comparison Chart in %
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FMUFX vs. HBLRX commentary
Sep 09, 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 FMUFX is a Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. FMUFX (1.37B). HBLRX pays higher dividends than FMUFX: HBLRX (2.88) vs FMUFX (2.03). FMUFX was incepted earlier than HBLRX: FMUFX (18 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FMUFX (1.08). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLRX has a lower initial minimum investment than FMUFX: HBLRX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 6.43 vs. HBLRX (3.17). FMUFX return over 5 years is better than : 28.24 vs. HBLRX (14.35).
| FMUFX | HBLRX | FMUFX / HBLRX | |
| Total Expense Ratio | 0.99 | 1.28 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 1.28 | 84% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 4.796 | 7.866 | 61% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.37B | 12B | 11% |
| Annual Yield % from dividends | 2.03 | 2.88 | 70% |
| Returns for 1 year | 6.43 | 3.17 | 203% |
| Returns for 3 years | 25.69 | 17.36 | 148% |
| Returns for 5 years | 28.24 | 14.35 | 197% |
| Returns for 10 years | 53.34 | 43.10 | 124% |
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