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FMUCX vs HBLAX
FMUCX vs HBLAX Comparison
Open Charts FMUCX vs HBLAX
Federated Hermes Muni and Stock Adv C
Price$14.26
Change-$0.26 (-1.79%)
VolumeN/A
Net Assets1.35B
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
FMUCX vs HBLAX Comparison Chart
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FMUCX vs. HBLAX commentary
Apr 04, 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 Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. FMUCX (1.35B). HBLAX pays higher dividends than FMUCX: HBLAX (3.37) vs FMUCX (1.36). 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 : 4.60 vs. FMUCX (3.42). FMUCX return over 5 years is better than : 37.11 vs. HBLAX (28.74).
| 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 | -1.167 | 3.230 | -36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.35B | 12B | 11% |
| Annual Yield % from dividends | 1.36 | 3.37 | 40% |
| Returns for 1 year | 3.42 | 4.60 | 74% |
| Returns for 3 years | 7.27 | 4.33 | 168% |
| Returns for 5 years | 37.11 | 28.74 | 129% |
| Returns for 10 years | 31.16 | 34.56 | 90% |
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