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FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$15.61
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.38B
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FMUFX vs HBLRX Comparison Chart in %
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FMUFX vs. HBLRX commentary
Oct 19, 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 Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FMUFX (1.38B). HBLRX pays higher dividends than FMUFX: HBLRX (2.89) vs FMUFX (1.97). 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 : 6.32 vs. HBLRX (1.78). FMUFX return over 5 years is better than : 30.29 vs. HBLRX (13.81).
| 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 | 7.278 | 8.426 | 86% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.38B | 11.8B | 12% |
| Annual Yield % from dividends | 1.97 | 2.89 | 68% |
| Returns for 1 year | 6.32 | 1.78 | 355% |
| Returns for 3 years | 32.23 | 22.80 | 141% |
| Returns for 5 years | 30.29 | 13.81 | 219% |
| Returns for 10 years | 53.57 | 40.84 | 131% |
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