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FMUAX vs HBLAX
FMUAX vs HBLAX Comparison
Open Charts FMUAX vs HBLAX
Federated Hermes Muni and Stock Adv A
Price$13.93
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income A
Price$14.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
FMUAX vs HBLAX Comparison Chart
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FMUAX vs. HBLAX commentary
Apr 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 FMUAX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. FMUAX (1.29B). HBLAX pays higher dividends than FMUAX: HBLAX (3.37) vs FMUAX (2.13). FMUAX was incepted earlier than HBLAX: FMUAX (22 years) vs HBLAX (19 years). FMUAX (1.08) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). HBLAX initial investment is less costly to investors than FMUAX (5%) vs FMUAX (5%). 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). HBLAX annual gain was more profitable for investors over the last year : 4.03 vs. FMUAX (1.39). FMUAX return over 5 years is better than : 26.92 vs. HBLAX (15.03).
| FMUAX | HBLAX | FMUAX / HBLAX | |
| Total Expense Ratio | 0.99 | 0.89 | 111% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | -5.274 | -0.042 | 12,450% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.29B | 11.5B | 11% |
| Annual Yield % from dividends | 2.13 | 3.37 | 63% |
| Returns for 1 year | 1.39 | 4.03 | 34% |
| Returns for 3 years | 6.84 | 3.30 | 207% |
| Returns for 5 years | 26.92 | 15.03 | 179% |
| Returns for 10 years | 32.91 | 29.16 | 113% |
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