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FMUAX vs HBLSX
FMUAX vs HBLSX Comparison
Open Charts FMUAX vs HBLSX
Federated Hermes Muni and Stock Adv A
Price$15.06
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income R4
Price$14.63
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
FMUAX vs HBLSX Comparison Chart
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FMUAX vs. HBLSX commentary
Jan 31, 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 StrongBuy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. FMUAX (1.41B). 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 : 10.02 vs. HBLSX (5.91). FMUAX return over 5 years is better than : 25.99 vs. HBLSX (9.42).
| 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 | 1.689 | 2.174 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.1B | 12% |
| Annual Yield % from dividends | 2.33 | 3.25 | 72% |
| Returns for 1 year | 10.02 | 5.91 | 170% |
| Returns for 3 years | 11.27 | 1.24 | 907% |
| Returns for 5 years | 25.99 | 9.42 | 276% |
| Returns for 10 years | 43.44 | 33.99 | 128% |