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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$14.99
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
FMUFX vs HBLYX Comparison Chart in %
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FMUFX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. FMUFX (1.34B). HBLYX pays higher dividends than FMUFX: HBLYX (3.51) vs FMUFX (2.09). FMUFX was incepted earlier than HBLYX: FMUFX (18 years) vs HBLYX (19 years). FMUFX (1.08) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). FMUFX has a lower initial minimum investment than HBLYX: FMUFX (1500) vs HBLYX (250000). FMUFX annual gain was more profitable for investors over the last year : 5.73 vs. HBLYX (5.38). FMUFX return over 5 years is better than : 28.93 vs. HBLYX (16.51).
| FMUFX | HBLYX | FMUFX / HBLYX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.08 | 0.67 | 161% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 2.743 | 6.703 | 41% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 11.9B | 11% |
| Annual Yield % from dividends | 2.09 | 3.51 | 60% |
| Returns for 1 year | 5.73 | 5.38 | 106% |
| Returns for 3 years | 21.41 | 15.46 | 139% |
| Returns for 5 years | 28.93 | 16.51 | 175% |
| Returns for 10 years | 47.26 | 45.27 | 104% |
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