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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$14.88
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
FMUAX vs HBLYX Comparison Chart
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FMUAX vs. HBLYX commentary
Jan 19, 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: 12.1B vs. FMUAX (1.39B). 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 : 9.93 vs. HBLYX (6.32). FMUAX return over 5 years is better than : 23.24 vs. HBLYX (9.52).
| 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 | 0.475 | 1.459 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 12.1B | 12% |
| Annual Yield % from dividends | 2.33 | 3.51 | 66% |
| Returns for 1 year | 9.93 | 6.32 | 157% |
| Returns for 3 years | 8.44 | 1.17 | 721% |
| Returns for 5 years | 23.24 | 9.52 | 244% |
| Returns for 10 years | 41.43 | 36.78 | 113% |
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