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FMUAX vs HBLYX
FMUAX vs HBLYX Comparison
Open Charts FMUAX vs HBLYX
Federated Hermes Muni and Stock Adv A
Price$15.61
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets1.38B
Hartford Balanced Income Y
Price$15.20
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
FMUAX vs HBLYX Comparison Chart in %
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FMUAX vs. HBLYX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FMUAX (1.38B). HBLYX pays higher dividends than FMUAX: HBLYX (3.44) vs FMUAX (1.89). 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 : 6.75 vs. HBLYX (3.31). FMUAX return over 5 years is better than : 26.92 vs. HBLYX (13.89).
| 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 | 7.340 | 8.691 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.38B | 11.6B | 12% |
| Annual Yield % from dividends | 1.89 | 3.44 | 55% |
| Returns for 1 year | 6.75 | 3.31 | 204% |
| Returns for 3 years | 27.65 | 17.36 | 159% |
| Returns for 5 years | 26.92 | 13.89 | 194% |
| Returns for 10 years | 52.91 | 46.70 | 113% |
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