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FMUAX vs HBLSX
FMUAX vs HBLSX Comparison
Open Charts FMUAX vs HBLSX
Federated Hermes Muni and Stock Adv A
Price$15.17
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income R4
Price$15.07
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.93B
FMUAX vs HBLSX Comparison Chart in %
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FMUAX vs. HBLSX 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FMUAX (1.36B). HBLSX pays higher dividends than FMUAX: HBLSX (3.17) vs FMUAX (2.03). FMUAX was incepted earlier than HBLSX: FMUAX (22 years) vs HBLSX (15 years). FMUAX (1.08) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). HBLSX has a lower initial minimum investment than FMUAX: HBLSX (0) vs FMUAX (1500). FMUAX annual gain was more profitable for investors over the last year : 5.38 vs. HBLSX (2.81). FMUAX return over 5 years is better than : 27.06 vs. HBLSX (15.18).
| FMUAX | HBLSX | FMUAX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 3.765 | 7.379 | 51% |
| 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 | 3.17 | 64% |
| Returns for 1 year | 5.38 | 2.81 | 192% |
| Returns for 3 years | 24.06 | 16.80 | 143% |
| Returns for 5 years | 27.06 | 15.18 | 178% |
| Returns for 10 years | 53.34 | 47.25 | 113% |
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