Ad is loading...
FMUAX vs HBLFX
FMUAX vs HBLFX Comparison
Open Charts FMUAX vs HBLFX
Federated Hermes Muni and Stock Adv A
Price$14.87
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.33
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FMUAX vs HBLFX Comparison Chart
Loading...
FMUAX vs. HBLFX commentary
Sep 21, 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 Buy and HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.8B vs. FMUAX (1.41B). HBLFX pays higher dividends than FMUAX: HBLFX (3.67) vs FMUAX (2.33). FMUAX was incepted earlier than HBLFX: FMUAX (21 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. FMUAX (36.00). FMUAX has a lower initial minimum investment than HBLFX: FMUAX (1500) vs HBLFX (1000000). HBLFX (16.98) and FMUAX (16.77) have marching annual gain over last year. FMUAX return over 5 years is better than : 28.84 vs. HBLFX (19.44).
| FMUAX | HBLFX | FMUAX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 8.728 | 9.161 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.8B | 11% |
| Annual Yield % from dividends | 2.33 | 3.67 | 64% |
| Returns for 1 year | 16.77 | 16.98 | 99% |
| Returns for 3 years | 7.40 | 2.52 | 293% |
| Returns for 5 years | 28.84 | 19.44 | 148% |
| Returns for 10 years | 40.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers