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FMUAX vs HBLAX
FMUAX vs HBLAX Comparison
Open Charts FMUAX vs HBLAX
Federated Hermes Muni and Stock Adv A
Price$14.88
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
FMUAX vs HBLAX Comparison Chart
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FMUAX vs. HBLAX commentary
Jan 19, 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 FMUAX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. FMUAX (1.39B). HBLAX pays higher dividends than FMUAX: HBLAX (3.35) vs FMUAX (2.33). FMUAX was incepted earlier than HBLAX: FMUAX (21 years) vs HBLAX (18 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. FMUAX (36.00). FMUAX has a lower initial minimum investment than HBLAX: FMUAX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FMUAX: HBLAX (2000) vs FMUAX (250). FMUAX annual gain was more profitable for investors over the last year : 9.93 vs. HBLAX (5.97). FMUAX return over 5 years is better than : 23.24 vs. HBLAX (8.26).
| FMUAX | HBLAX | FMUAX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 0.475 | 1.340 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.39B | 12.1B | 12% |
| Annual Yield % from dividends | 2.33 | 3.35 | 70% |
| Returns for 1 year | 9.93 | 5.97 | 166% |
| Returns for 3 years | 8.44 | 0.35 | 2,407% |
| Returns for 5 years | 23.24 | 8.26 | 281% |
| Returns for 10 years | 41.43 | 33.45 | 124% |
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