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FMUAX vs HBLVX
FMUAX vs HBLVX Comparison
Open Charts FMUAX vs HBLVX
Federated Hermes Muni and Stock Adv A
Price$14.69
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.33B
Hartford Balanced Income R6
Price$14.85
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.81B
FMUAX vs HBLVX Comparison Chart in %
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FMUAX vs. HBLVX commentary
Jun 27, 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. FMUAX (1.33B). HBLVX pays higher dividends than FMUAX: HBLVX (3.63) vs FMUAX (2.13). FMUAX was incepted earlier than HBLVX: FMUAX (22 years) vs HBLVX (11 years). FMUAX (1.08) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). HBLVX has a lower initial minimum investment than FMUAX: HBLVX (0) vs FMUAX (1500). HBLVX annual gain was more profitable for investors over the last year : 6.60 vs. FMUAX (3.97). FMUAX return over 5 years is better than : 31.26 vs. HBLVX (21.21).
| FMUAX | HBLVX | FMUAX / HBLVX | |
| Total Expense Ratio | 0.99 | 0.56 | 177% |
| Annual Report Gross Expense Ratio | 1.08 | 0.56 | 193% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 0.506 | 5.553 | 9% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.33B | 11.8B | 11% |
| Annual Yield % from dividends | 2.13 | 3.63 | 59% |
| Returns for 1 year | 3.97 | 6.60 | 60% |
| Returns for 3 years | 20.27 | 16.66 | 122% |
| Returns for 5 years | 31.26 | 21.21 | 147% |
| Returns for 10 years | 44.93 | 45.05 | 100% |
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