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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$14.97
Change-$0.07 (-0.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
FMUAX vs HBLYX Comparison Chart
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FMUAX vs. HBLYX commentary
Dec 18, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.3B vs. FMUAX (1.42B). HBLYX pays higher dividends than FMUAX: HBLYX (3.51) vs FMUAX (2.33). FMUAX was incepted earlier than HBLYX: FMUAX (21 years) vs HBLYX (18 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 : 10.53 vs. HBLYX (9.02). FMUAX return over 5 years is better than : 26.31 vs. HBLYX (15.15).
| FMUAX | HBLYX | FMUAX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 9.871 | 7.844 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.42B | 12.3B | 12% |
| Annual Yield % from dividends | 2.33 | 3.51 | 66% |
| Returns for 1 year | 10.53 | 9.02 | 117% |
| Returns for 3 years | 9.18 | 4.49 | 204% |
| Returns for 5 years | 26.31 | 15.15 | 174% |
| Returns for 10 years | 43.07 | 41.42 | 104% |
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