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FMUFX vs HBLVX
FMUFX vs HBLVX Comparison
Open Charts FMUFX vs HBLVX
Federated Hermes Muni and Stock Adv F
Price$14.99
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R6
Price$15.07
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
FMUFX vs HBLVX Comparison Chart in %
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FMUFX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. FMUFX (1.34B). HBLVX pays higher dividends than FMUFX: HBLVX (3.61) vs FMUFX (2.09). 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 (5.73) and HBLVX (5.50) have marching annual gain over last year. FMUFX return over 5 years is better than : 28.93 vs. HBLVX (17.04).
| 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 | 2.743 | 6.686 | 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 | 3.61 | 58% |
| Returns for 1 year | 5.73 | 5.50 | 104% |
| Returns for 3 years | 21.41 | 15.85 | 135% |
| Returns for 5 years | 28.93 | 17.04 | 170% |
| Returns for 10 years | 47.26 | 46.27 | 102% |
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