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FMUFX vs HBLVX
FMUFX vs HBLVX Comparison
Open Charts FMUFX vs HBLVX
Federated Hermes Muni and Stock Adv F
Price$15.27
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income R6
Price$15.32
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.95B
FMUFX vs HBLVX Comparison Chart in %
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FMUFX vs. HBLVX 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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. FMUFX (1.37B). HBLVX pays higher dividends than FMUFX: HBLVX (3.53) vs FMUFX (2.03). FMUFX was incepted earlier than HBLVX: FMUFX (18 years) vs HBLVX (11 years). FMUFX (1.08) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). 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 : 6.43 vs. HBLVX (3.88). FMUFX return over 5 years is better than : 28.24 vs. HBLVX (18.35).
| FMUFX | HBLVX | FMUFX / HBLVX | |
| Total Expense Ratio | 0.99 | 0.56 | 177% |
| Annual Report Gross Expense Ratio | 1.08 | 0.56 | 193% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 4.796 | 8.385 | 57% |
| 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 | 3.53 | 57% |
| Returns for 1 year | 6.43 | 3.88 | 166% |
| Returns for 3 years | 25.69 | 19.93 | 129% |
| Returns for 5 years | 28.24 | 18.35 | 154% |
| Returns for 10 years | 53.34 | 52.12 | 102% |
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