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FMUFX vs HBLSX
FMUFX vs HBLSX Comparison
Open Charts FMUFX vs HBLSX
Federated Hermes Muni and Stock Adv F
Price$15.27
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income R4
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUFX vs HBLSX Comparison Chart in %
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FMUFX vs. HBLSX 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. FMUFX (1.37B). HBLSX pays higher dividends than FMUFX: HBLSX (3.17) vs FMUFX (2.03). FMUFX was incepted earlier than HBLSX: FMUFX (18 years) vs HBLSX (15 years). FMUFX (1.08) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLSX has a lower initial minimum investment than FMUFX: HBLSX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 6.43 vs. HBLSX (3.49). FMUFX return over 5 years is better than : 28.24 vs. HBLSX (16.03).
| FMUFX | HBLSX | FMUFX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 4.796 | 8.163 | 59% |
| 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 | 3.17 | 64% |
| Returns for 1 year | 6.43 | 3.49 | 184% |
| Returns for 3 years | 25.69 | 18.48 | 139% |
| Returns for 5 years | 28.24 | 16.03 | 176% |
| Returns for 10 years | 53.34 | 46.85 | 114% |
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