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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$15.90
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income Y
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FMUFX vs HBLYX Comparison Chart in %
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FMUFX vs. HBLYX commentary
Dec 28, 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 StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. FMUFX (1.41B). HBLYX pays higher dividends than FMUFX: HBLYX (3.38) vs FMUFX (1.87). FMUFX was incepted earlier than HBLYX: FMUFX (19 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 : 8.80 vs. HBLYX (6.64). FMUFX return over 5 years is better than : 26.63 vs. HBLYX (11.25).
| FMUFX | HBLYX | FMUFX / HBLYX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.08 | 0.67 | 161% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 9.615 | 7.050 | 136% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 11.7B | 12% |
| Annual Yield % from dividends | 1.87 | 3.38 | 55% |
| Returns for 1 year | 8.80 | 6.64 | 133% |
| Returns for 3 years | 30.64 | 18.62 | 165% |
| Returns for 5 years | 26.63 | 11.25 | 237% |
| Returns for 10 years | 55.53 | 48.63 | 114% |
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