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FMUCX vs HBLAX
FMUCX vs HBLAX Comparison
Open Charts FMUCX vs HBLAX
Federated Hermes Muni and Stock Adv C
Price$14.55
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income A
Price$14.53
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
FMUCX vs HBLAX Comparison Chart
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FMUCX vs. HBLAX commentary
Jun 07, 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 FMUCX is a Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FMUCX (1.32B). HBLAX pays higher dividends than FMUCX: HBLAX (3.37) vs FMUCX (1.37). FMUCX was incepted earlier than HBLAX: FMUCX (22 years) vs HBLAX (19 years). FMUCX (1.83) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FMUCX (23.00). FMUCX has a lower initial minimum investment than HBLAX: FMUCX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FMUCX: HBLAX (2000) vs FMUCX (250). HBLAX annual gain was more profitable for investors over the last year : 3.59 vs. FMUCX (2.63). FMUCX return over 5 years is better than : 21.12 vs. HBLAX (12.06).
| FMUCX | HBLAX | FMUCX / HBLAX | |
| Total Expense Ratio | 1.74 | 0.89 | 196% |
| Annual Report Gross Expense Ratio | 1.83 | 0.89 | 206% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | -1.123 | 3.230 | -35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.32B | 11.7B | 11% |
| Annual Yield % from dividends | 1.37 | 3.37 | 41% |
| Returns for 1 year | 2.63 | 3.59 | 73% |
| Returns for 3 years | 11.04 | 7.47 | 148% |
| Returns for 5 years | 21.12 | 12.06 | 175% |
| Returns for 10 years | 34.14 | 36.36 | 94% |
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