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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$14.93
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
FMUAX vs HBLYX Comparison Chart
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FMUAX vs. HBLYX commentary
Feb 23, 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 StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. FMUAX (1.41B). HBLYX pays higher dividends than FMUAX: HBLYX (3.51) vs FMUAX (2.33). FMUAX was incepted earlier than HBLYX: FMUAX (21 years) vs HBLYX (19 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FMUAX (36.00). 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 : 8.17 vs. HBLYX (6.80). FMUAX return over 5 years is better than : 23.91 vs. HBLYX (10.09).
| FMUAX | HBLYX | FMUAX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | 1.520 | 2.988 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.1B | 12% |
| Annual Yield % from dividends | 2.33 | 3.51 | 66% |
| Returns for 1 year | 8.17 | 6.80 | 120% |
| Returns for 3 years | 13.04 | 5.40 | 242% |
| Returns for 5 years | 23.91 | 10.09 | 237% |
| Returns for 10 years | 42.08 | 36.83 | 114% |
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