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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$14.31
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income Y
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
FMUAX vs HBLYX Comparison Chart
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FMUAX vs. HBLYX commentary
May 09, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. FMUAX (1.32B). HBLYX pays higher dividends than FMUAX: HBLYX (3.57) vs FMUAX (2.18). FMUAX was incepted earlier than HBLYX: FMUAX (22 years) vs HBLYX (19 years). FMUAX (1.08) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). FMUAX has a lower initial minimum investment than HBLYX: FMUAX (1500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 3.04 vs. FMUAX (2.21). FMUAX return over 5 years is better than : 30.59 vs. HBLYX (19.46).
| FMUAX | HBLYX | FMUAX / HBLYX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.08 | 0.67 | 161% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | -2.551 | 1.697 | -150% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.32B | 11.7B | 11% |
| Annual Yield % from dividends | 2.18 | 3.57 | 61% |
| Returns for 1 year | 2.21 | 3.04 | 73% |
| Returns for 3 years | 15.36 | 9.83 | 156% |
| Returns for 5 years | 30.59 | 19.46 | 157% |
| Returns for 10 years | 38.33 | 35.49 | 108% |
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