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FMUAX vs HBLSX
FMUAX vs HBLSX Comparison
Open Charts FMUAX vs HBLSX
Federated Hermes Muni and Stock Adv A
Price$14.97
Change-$0.07 (-0.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.55
Change-$0.55 (-3.64%)
VolumeN/A
CapitalizationN/A
FMUAX vs HBLSX Comparison Chart
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FMUAX vs. HBLSX commentary
Dec 18, 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 StrongBuy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.3B vs. FMUAX (1.42B). HBLSX pays higher dividends than FMUAX: HBLSX (3.25) vs FMUAX (2.33). FMUAX was incepted earlier than HBLSX: FMUAX (21 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FMUAX (36.00). 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 : 10.53 vs. HBLSX (8.72). FMUAX return over 5 years is better than : 26.31 vs. HBLSX (13.56).
| FMUAX | HBLSX | FMUAX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 9.871 | 7.612 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.42B | 12.3B | 12% |
| Annual Yield % from dividends | 2.33 | 3.25 | 72% |
| Returns for 1 year | 10.53 | 8.72 | 121% |
| Returns for 3 years | 9.18 | 3.55 | 259% |
| Returns for 5 years | 26.31 | 13.56 | 194% |
| Returns for 10 years | 43.07 | 37.62 | 114% |
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