Ad is loading...
FMUAX vs HBLTX
FMUAX vs HBLTX Comparison
Open Charts FMUAX vs HBLTX
Federated Hermes Muni and Stock Adv A
Price$14.87
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FMUAX vs HBLTX Comparison Chart
Loading...
FMUAX vs. HBLTX commentary
Sep 21, 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 Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.8B vs. FMUAX (1.41B). HBLTX pays higher dividends than FMUAX: HBLTX (3.54) vs FMUAX (2.33). FMUAX was incepted earlier than HBLTX: FMUAX (21 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. FMUAX (36.00). HBLTX has a lower initial minimum investment than FMUAX: HBLTX (0) vs FMUAX (1500). HBLTX (16.83) and FMUAX (16.77) have marching annual gain over last year. FMUAX return over 5 years is better than : 28.84 vs. HBLTX (18.94).
| FMUAX | HBLTX | FMUAX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 8.728 | 9.047 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.8B | 11% |
| Annual Yield % from dividends | 2.33 | 3.54 | 66% |
| Returns for 1 year | 16.77 | 16.83 | 100% |
| Returns for 3 years | 7.40 | 2.18 | 339% |
| Returns for 5 years | 28.84 | 18.94 | 152% |
| Returns for 10 years | 40.70 | 42.45 | 96% |
View a ticker or compare two or three
VS
VS
Ad is loading...