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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$15.17
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income Y
Price$15.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.93B
FMUAX vs HBLYX Comparison Chart in %
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FMUAX vs. HBLYX commentary
Sep 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. FMUAX (1.36B). HBLYX pays higher dividends than FMUAX: HBLYX (3.43) vs FMUAX (2.03). 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). FMUAX annual gain was more profitable for investors over the last year : 5.38 vs. HBLYX (3.16). FMUAX return over 5 years is better than : 27.06 vs. HBLYX (16.96).
| 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 | 3.765 | 7.623 | 49% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.03 | 3.43 | 59% |
| Returns for 1 year | 5.38 | 3.16 | 170% |
| Returns for 3 years | 24.06 | 17.91 | 134% |
| Returns for 5 years | 27.06 | 16.96 | 160% |
| Returns for 10 years | 53.34 | 51.48 | 104% |
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