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FMUAX vs HBLTX
FMUAX vs HBLTX Comparison
Open Charts FMUAX vs HBLTX
Federated Hermes Muni and Stock Adv A
Price$14.89
Change-$0.07 (-0.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
FMUAX vs HBLTX Comparison Chart
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FMUAX vs. HBLTX commentary
Nov 18, 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 StrongBuy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B 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 (15.43) and FMUAX (15.28) have marching annual gain over last year. FMUAX return over 5 years is better than : 27.09 vs. HBLTX (16.16).
| 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 | 9.075 | 7.983 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.4B | 11% |
| Annual Yield % from dividends | 2.33 | 3.54 | 66% |
| Returns for 1 year | 15.28 | 15.43 | 99% |
| Returns for 3 years | 4.52 | -0.41 | -1,103% |
| Returns for 5 years | 27.09 | 16.16 | 168% |
| Returns for 10 years | 41.12 | 39.33 | 105% |
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