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FMUAX vs HBLVX
FMUAX vs HBLVX Comparison
Open Charts FMUAX vs HBLVX
Federated Hermes Muni and Stock Adv A
Price$14.87
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.54
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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FMUAX vs HBLVX Comparison Chart
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FMUAX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.8B vs. FMUAX (1.41B). HBLVX pays higher dividends than FMUAX: HBLVX (3.62) vs FMUAX (2.33). FMUAX was incepted earlier than HBLVX: FMUAX (21 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. FMUAX (36.00). HBLVX has a lower initial minimum investment than FMUAX: HBLVX (0) vs FMUAX (1500). HBLVX (15.10) and FMUAX (14.72) have marching annual gain over last year. FMUAX return over 5 years is better than : 28.21 vs. HBLVX (19.10).
| FMUAX | HBLVX | FMUAX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 8.194 | 8.757 | 94% |
| 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 | 3.62 | 64% |
| Returns for 1 year | 14.72 | 15.10 | 97% |
| Returns for 3 years | 5.87 | 1.55 | 379% |
| Returns for 5 years | 28.21 | 19.10 | 148% |
| Returns for 10 years | 39.25 | N/A | - |