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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$13.93
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income Y
Price$14.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
FMUAX vs HBLYX Comparison Chart
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FMUAX vs. HBLYX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. FMUAX (1.29B). HBLYX pays higher dividends than FMUAX: HBLYX (3.53) vs FMUAX (2.13). 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). HBLYX annual gain was more profitable for investors over the last year : 4.27 vs. FMUAX (1.39). FMUAX return over 5 years is better than : 26.92 vs. HBLYX (16.40).
| 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 | -5.274 | 0.083 | -6,319% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.29B | 11.5B | 11% |
| Annual Yield % from dividends | 2.13 | 3.53 | 60% |
| Returns for 1 year | 1.39 | 4.27 | 33% |
| Returns for 3 years | 6.84 | 4.05 | 169% |
| Returns for 5 years | 26.92 | 16.40 | 164% |
| Returns for 10 years | 32.91 | 32.38 | 102% |
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