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FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$15.90
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FMUFX vs HBLRX Comparison Chart in %
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FMUFX vs. HBLRX commentary
Dec 28, 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 StrongBuy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FMUFX (1.41B). HBLRX pays higher dividends than FMUFX: HBLRX (2.85) vs FMUFX (1.87). FMUFX was incepted earlier than HBLRX: FMUFX (19 years) vs HBLRX (16 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 : 8.80 vs. HBLRX (5.98). FMUFX return over 5 years is better than : 26.63 vs. HBLRX (7.97).
| FMUFX | HBLRX | FMUFX / HBLRX | |
| Total Expense Ratio | 0.99 | 1.28 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 1.28 | 84% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 9.615 | 6.346 | 152% |
| Front Load | 1% | 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 | 1.87 | 2.85 | 66% |
| Returns for 1 year | 8.80 | 5.98 | 147% |
| Returns for 3 years | 30.64 | 16.48 | 186% |
| Returns for 5 years | 26.63 | 7.97 | 334% |
| Returns for 10 years | 55.53 | 40.60 | 137% |
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