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FMUAX vs HBLRX
FMUAX vs HBLRX Comparison
Open Charts FMUAX vs HBLRX
Federated Hermes Muni and Stock Adv A
Price$15.17
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income R3
Price$15.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.93B
FMUAX vs HBLRX Comparison Chart in %
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FMUAX vs. HBLRX commentary
Sep 04, 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. FMUAX (1.36B). HBLRX pays higher dividends than FMUAX: HBLRX (2.88) vs FMUAX (2.03). FMUAX was incepted earlier than HBLRX: FMUAX (22 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FMUAX (1.08). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). HBLRX has a lower initial minimum investment than FMUAX: HBLRX (0) vs FMUAX (1500). FMUAX annual gain was more profitable for investors over the last year : 5.38 vs. HBLRX (2.56). FMUAX return over 5 years is better than : 27.06 vs. HBLRX (13.60).
| FMUAX | HBLRX | FMUAX / HBLRX | |
| Total Expense Ratio | 0.99 | 1.28 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 1.28 | 84% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 3.765 | 7.154 | 53% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.03 | 2.88 | 70% |
| Returns for 1 year | 5.38 | 2.56 | 210% |
| Returns for 3 years | 24.06 | 15.77 | 153% |
| Returns for 5 years | 27.06 | 13.60 | 199% |
| Returns for 10 years | 53.34 | 43.59 | 122% |
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