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FMUAX vs HBLSX
FMUAX vs HBLSX Comparison
Open Charts FMUAX vs HBLSX
Federated Hermes Muni and Stock Adv A
Price$13.93
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income R4
Price$14.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
FMUAX vs HBLSX Comparison Chart
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FMUAX vs. HBLSX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. FMUAX (1.29B). HBLSX pays higher dividends than FMUAX: HBLSX (3.26) vs FMUAX (2.13). 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). HBLSX annual gain was more profitable for investors over the last year : 3.92 vs. FMUAX (1.39). FMUAX return over 5 years is better than : 26.92 vs. HBLSX (14.66).
| 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 | -5.274 | -0.073 | 7,239% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.29B | 11.5B | 11% |
| Annual Yield % from dividends | 2.13 | 3.26 | 65% |
| Returns for 1 year | 1.39 | 3.92 | 35% |
| Returns for 3 years | 6.84 | 3.01 | 227% |
| Returns for 5 years | 26.92 | 14.66 | 184% |
| Returns for 10 years | 32.91 | 28.69 | 115% |
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