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FMUAX vs HBLRX
FMUAX vs HBLRX Comparison
Open Charts FMUAX vs HBLRX
Federated Hermes Muni and Stock Adv A
Price$14.31
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income R3
Price$14.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
FMUAX vs HBLRX Comparison Chart
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FMUAX vs. HBLRX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FMUAX (1.32B). HBLRX pays higher dividends than FMUAX: HBLRX (2.99) vs FMUAX (2.18). 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). HBLRX annual gain was more profitable for investors over the last year : 2.44 vs. FMUAX (2.21). FMUAX return over 5 years is better than : 30.59 vs. HBLRX (16.20).
| 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 | -2.551 | 1.481 | -172% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.32B | 11.7B | 11% |
| Annual Yield % from dividends | 2.18 | 2.99 | 73% |
| Returns for 1 year | 2.21 | 2.44 | 91% |
| Returns for 3 years | 15.36 | 7.90 | 195% |
| Returns for 5 years | 30.59 | 16.20 | 189% |
| Returns for 10 years | 38.33 | 28.50 | 135% |
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