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FMUFX vs HBLTX
FMUFX vs HBLTX Comparison
Open Charts FMUFX vs HBLTX
Federated Hermes Muni and Stock Adv F
Price$14.99
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
FMUFX vs HBLTX Comparison Chart in %
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FMUFX vs. HBLTX commentary
Jul 27, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. FMUFX (1.34B). HBLTX pays higher dividends than FMUFX: HBLTX (3.54) vs FMUFX (2.09). FMUFX was incepted earlier than HBLTX: FMUFX (18 years) vs HBLTX (15 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 : 5.73 vs. HBLTX (5.36). FMUFX return over 5 years is better than : 28.93 vs. HBLTX (16.36).
| FMUFX | HBLTX | FMUFX / HBLTX | |
| Total Expense Ratio | 0.99 | 0.66 | 150% |
| Annual Report Gross Expense Ratio | 1.08 | 0.66 | 164% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 2.743 | 6.610 | 41% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 11.9B | 11% |
| Annual Yield % from dividends | 2.09 | 3.54 | 59% |
| Returns for 1 year | 5.73 | 5.36 | 107% |
| Returns for 3 years | 21.41 | 15.38 | 139% |
| Returns for 5 years | 28.93 | 16.36 | 177% |
| Returns for 10 years | 47.26 | 44.79 | 106% |
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