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FMUFX vs HBLTX
FMUFX vs HBLTX Comparison
Open Charts FMUFX vs HBLTX
Federated Hermes Muni and Stock Adv F
Price$15.93
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income R5
Price$15.44
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets11.72B
FMUFX vs HBLTX Comparison Chart in %
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FMUFX vs. HBLTX commentary
Dec 13, 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 HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FMUFX (1.41B). HBLTX pays higher dividends than FMUFX: HBLTX (3.41) vs FMUFX (1.87). FMUFX was incepted earlier than HBLTX: FMUFX (19 years) vs HBLTX (16 years). FMUFX (1.08) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLTX has a lower initial minimum investment than FMUFX: HBLTX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 7.09 vs. HBLTX (5.39). FMUFX return over 5 years is better than : 26.68 vs. HBLTX (15.13).
| FMUFX | HBLTX | FMUFX / HBLTX | |
| Total Expense Ratio | 0.99 | 0.66 | 150% |
| Annual Report Gross Expense Ratio | 1.08 | 0.66 | 164% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 9.340 | 11.421 | 82% |
| 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 | 3.41 | 55% |
| Returns for 1 year | 7.09 | 5.39 | 132% |
| Returns for 3 years | 28.36 | 17.87 | 159% |
| Returns for 5 years | 26.68 | 15.13 | 176% |
| Returns for 10 years | 58.04 | 56.06 | 104% |
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