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FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income R3
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
FMUFX vs HBLRX Comparison Chart in %
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FMUFX vs. HBLRX commentary
Aug 18, 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: 11.9B vs. FMUFX (1.36B). HBLRX pays higher dividends than FMUFX: HBLRX (2.94) vs FMUFX (2.08). 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 : 5.70 vs. HBLRX (3.79). FMUFX return over 5 years is better than : 27.01 vs. HBLRX (13.07).
| 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 | 3.702 | 6.869 | 54% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.08 | 2.94 | 71% |
| Returns for 1 year | 5.70 | 3.79 | 150% |
| Returns for 3 years | 18.69 | 9.90 | 189% |
| Returns for 5 years | 27.01 | 13.07 | 207% |
| Returns for 10 years | 47.55 | 37.76 | 126% |
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