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FMUAX vs HBLFX
FMUAX vs HBLFX Comparison
Open Charts FMUAX vs HBLFX
Federated Hermes Muni and Stock Adv A
Price$14.86
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income F
Price$14.68
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.8B
FMUAX vs HBLFX Comparison Chart in %
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FMUAX vs. HBLFX commentary
Jul 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 Buy and HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. FMUAX (1.34B). HBLFX pays higher dividends than FMUAX: HBLFX (3.66) vs FMUAX (2.09). FMUAX was incepted earlier than HBLFX: FMUAX (22 years) vs HBLFX (8 years). FMUAX (1.08) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). FMUAX has a lower initial minimum investment than HBLFX: FMUAX (1500) vs HBLFX (1000000). FMUAX annual gain was more profitable for investors over the last year : 3.17 vs. HBLFX (2.68). FMUAX return over 5 years is better than : 27.71 vs. HBLFX (16.03).
| FMUAX | HBLFX | FMUAX / HBLFX | |
| Total Expense Ratio | 0.99 | 0.56 | 177% |
| Annual Report Gross Expense Ratio | 1.08 | 0.56 | 193% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 1.464 | 5.350 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 11.8B | 11% |
| Annual Yield % from dividends | 2.09 | 3.66 | 57% |
| Returns for 1 year | 3.17 | 2.68 | 118% |
| Returns for 3 years | 21.23 | 16.90 | 126% |
| Returns for 5 years | 27.71 | 16.03 | 173% |
| Returns for 10 years | 44.53 | N/A | - |
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