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FMUAX vs HBLSX
FMUAX vs HBLSX Comparison
Open Charts FMUAX vs HBLSX
Federated Hermes Muni and Stock Adv A
Price$15.64
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income R4
Price$15.13
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.89B
FMUAX vs HBLSX Comparison Chart in %
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FMUAX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FMUAX (1.39B). HBLSX pays higher dividends than FMUAX: HBLSX (3.18) vs FMUAX (1.97). 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 : 7.31 vs. HBLSX (3.31). FMUAX return over 5 years is better than : 30.44 vs. HBLSX (16.30).
| 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 | 7.412 | 9.172 | 81% |
| 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 | 3.18 | 62% |
| Returns for 1 year | 7.31 | 3.31 | 221% |
| Returns for 3 years | 33.97 | 25.50 | 133% |
| Returns for 5 years | 30.44 | 16.30 | 187% |
| Returns for 10 years | 54.11 | 45.96 | 118% |
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