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FMUFX vs HBLVX
FMUFX vs HBLVX Comparison
Open Charts FMUFX vs HBLVX
Federated Hermes Muni and Stock Adv F
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income R6
Price$15.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
FMUFX vs HBLVX Comparison Chart in %
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FMUFX vs. HBLVX commentary
Aug 18, 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: 11.9B vs. FMUFX (1.36B). HBLVX pays higher dividends than FMUFX: HBLVX (3.61) vs FMUFX (2.08). 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 : 5.70 vs. HBLVX (4.58). FMUFX return over 5 years is better than : 27.01 vs. HBLVX (16.96).
| 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 | 3.702 | 7.323 | 51% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.08 | 3.61 | 58% |
| Returns for 1 year | 5.70 | 4.58 | 124% |
| Returns for 3 years | 18.69 | 12.30 | 152% |
| Returns for 5 years | 27.01 | 16.96 | 159% |
| Returns for 10 years | 47.55 | 46.38 | 103% |
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