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FMUAX vs HBLRX
FMUAX vs HBLRX Comparison
Open Charts FMUAX vs HBLRX
Federated Hermes Muni and Stock Adv A
Price$14.87
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.38
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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FMUAX vs HBLRX Comparison Chart
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FMUAX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.8B vs. FMUAX (1.41B). HBLRX pays higher dividends than FMUAX: HBLRX (2.97) vs FMUAX (2.33). FMUAX was incepted earlier than HBLRX: FMUAX (21 years) vs HBLRX (14 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. FMUAX (36.00). HBLRX has a lower initial minimum investment than FMUAX: HBLRX (0) vs FMUAX (1500). FMUAX (16.77) and HBLRX (16.19) have marching annual gain over last year. FMUAX return over 5 years is better than : 28.84 vs. HBLRX (15.89).
| FMUAX | HBLRX | FMUAX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 8.728 | 8.600 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.8B | 11% |
| Annual Yield % from dividends | 2.33 | 2.97 | 78% |
| Returns for 1 year | 16.77 | 16.19 | 104% |
| Returns for 3 years | 7.40 | 0.44 | 1,696% |
| Returns for 5 years | 28.84 | 15.89 | 181% |
| Returns for 10 years | 40.70 | 35.78 | 114% |
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