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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$15.64
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income Y
Price$15.27
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.89B
FMUAX vs HBLYX Comparison Chart in %
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FMUAX vs. HBLYX commentary
Oct 10, 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 Hold and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. FMUAX (1.39B). HBLYX pays higher dividends than FMUAX: HBLYX (3.44) vs FMUAX (1.97). 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 : 7.31 vs. HBLYX (3.65). FMUAX return over 5 years is better than : 30.44 vs. HBLYX (18.12).
| 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 | 7.412 | 9.405 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 11.9B | 12% |
| Annual Yield % from dividends | 1.97 | 3.44 | 57% |
| Returns for 1 year | 7.31 | 3.65 | 200% |
| Returns for 3 years | 33.97 | 26.61 | 128% |
| Returns for 5 years | 30.44 | 18.12 | 168% |
| Returns for 10 years | 54.11 | 50.22 | 108% |
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