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FMUAX vs HBLRX
FMUAX vs HBLRX Comparison
Open Charts FMUAX vs HBLRX
Federated Hermes Muni and Stock Adv A
Price$15.64
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income R3
Price$15.12
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.89B
FMUAX vs HBLRX Comparison Chart in %
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FMUAX vs. HBLRX commentary
Oct 10, 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 Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. FMUAX (1.39B). HBLRX pays higher dividends than FMUAX: HBLRX (2.89) vs FMUAX (1.97). 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 : 7.31 vs. HBLRX (2.99). FMUAX return over 5 years is better than : 30.44 vs. HBLRX (14.64).
| 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 | 7.412 | 8.856 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 11.9B | 12% |
| Annual Yield % from dividends | 1.97 | 2.89 | 68% |
| Returns for 1 year | 7.31 | 2.99 | 244% |
| Returns for 3 years | 33.97 | 24.39 | 139% |
| Returns for 5 years | 30.44 | 14.64 | 208% |
| Returns for 10 years | 54.11 | 42.14 | 128% |
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