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FMUAX vs HBLSX
FMUAX vs HBLSX Comparison
Open Charts FMUAX vs HBLSX
Federated Hermes Muni and Stock Adv A
Price$14.29
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income R4
Price$14.36
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
FMUAX vs HBLSX Comparison Chart
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FMUAX vs. HBLSX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. FMUAX (1.32B). HBLSX pays higher dividends than FMUAX: HBLSX (3.30) vs FMUAX (2.18). 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 : 2.76 vs. FMUAX (2.07). FMUAX return over 5 years is better than : 30.31 vs. HBLSX (17.78).
| 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 | -2.755 | 1.624 | -170% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.32B | 11.7B | 11% |
| Annual Yield % from dividends | 2.18 | 3.30 | 66% |
| Returns for 1 year | 2.07 | 2.76 | 75% |
| Returns for 3 years | 13.50 | 8.86 | 152% |
| Returns for 5 years | 30.31 | 17.78 | 171% |
| Returns for 10 years | 37.60 | 31.83 | 118% |
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