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FMUFX vs HBLVX
FMUFX vs HBLVX Comparison
Open Charts FMUFX vs HBLVX
Federated Hermes Muni and Stock Adv F
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.42B
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
FMUFX vs HBLVX Comparison Chart in %
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FMUFX vs. HBLVX commentary
Feb 04, 2026
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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. FMUFX (1.42B). HBLVX pays higher dividends than FMUFX: HBLVX (3.46) vs FMUFX (1.67). FMUFX was incepted earlier than HBLVX: FMUFX (19 years) vs HBLVX (11 years). FMUFX (1.09) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 90.00 vs. FMUFX (31.00). HBLVX has a lower initial minimum investment than FMUFX: HBLVX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 9.41 vs. HBLVX (6.46). FMUFX return over 5 years is better than : 25.51 vs. HBLVX (13.00).
| FMUFX | HBLVX | FMUFX / HBLVX | |
| Total Expense Ratio | 0.99 | 0.56 | 177% |
| Annual Report Gross Expense Ratio | 1.09 | 0.56 | 195% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 1.794 | 2.097 | 86% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.42B | 11.6B | 12% |
| Annual Yield % from dividends | 1.67 | 3.46 | 48% |
| Returns for 1 year | 9.41 | 6.46 | 146% |
| Returns for 3 years | 28.07 | 16.82 | 167% |
| Returns for 5 years | 25.51 | 13.00 | 196% |
| Returns for 10 years | 61.40 | 56.73 | 108% |
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