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FMUAX vs HBLTX
FMUAX vs HBLTX Comparison
Open Charts FMUAX vs HBLTX
Federated Hermes Muni and Stock Adv A
Price$14.40
Change-$0.15 (-1.03%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income R5
Price$14.42
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.77B
FMUAX vs HBLTX Comparison Chart
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FMUAX vs. HBLTX commentary
May 23, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. FMUAX (1.32B). HBLTX pays higher dividends than FMUAX: HBLTX (3.60) vs FMUAX (2.18). FMUAX was incepted earlier than HBLTX: FMUAX (22 years) vs HBLTX (15 years). FMUAX (1.08) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). HBLTX has a lower initial minimum investment than FMUAX: HBLTX (0) vs FMUAX (1500). FMUAX annual gain was more profitable for investors over the last year : 3.40 vs. HBLTX (3.08). FMUAX return over 5 years is better than : 31.57 vs. HBLTX (19.51).
| FMUAX | HBLTX | FMUAX / HBLTX | |
| Total Expense Ratio | 0.99 | 0.66 | 150% |
| Annual Report Gross Expense Ratio | 1.08 | 0.66 | 164% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | -0.611 | 3.120 | -20% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.32B | 11.8B | 11% |
| Annual Yield % from dividends | 2.18 | 3.60 | 61% |
| Returns for 1 year | 3.40 | 3.08 | 110% |
| Returns for 3 years | 18.91 | 11.39 | 166% |
| Returns for 5 years | 31.57 | 19.51 | 162% |
| Returns for 10 years | 40.97 | 36.53 | 112% |
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