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FMUAX vs HBLAX
FMUAX vs HBLAX Comparison
Open Charts FMUAX vs HBLAX
Federated Hermes Muni and Stock Adv A
Price$14.97
Change-$0.07 (-0.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.47
Change-$0.54 (-3.60%)
VolumeN/A
CapitalizationN/A
FMUAX vs HBLAX Comparison Chart
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FMUAX vs. HBLAX commentary
Dec 18, 2024
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 StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.3B vs. FMUAX (1.42B). 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 : 10.53 vs. HBLAX (8.79). FMUAX return over 5 years is better than : 26.31 vs. HBLAX (13.84).
| 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 | 9.871 | 7.649 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.42B | 12.3B | 12% |
| Annual Yield % from dividends | 2.33 | 3.35 | 70% |
| Returns for 1 year | 10.53 | 8.79 | 120% |
| Returns for 3 years | 9.18 | 3.77 | 244% |
| Returns for 5 years | 26.31 | 13.84 | 190% |
| Returns for 10 years | 43.07 | 38.11 | 113% |
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