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FMUCX vs HBLAX
FMUCX vs HBLAX Comparison
Open Charts FMUCX vs HBLAX
Federated Hermes Muni and Stock Adv C
Price$14.92
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income A
Price$14.59
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FMUCX vs HBLAX Comparison Chart
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FMUCX vs. HBLAX commentary
Feb 23, 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 StrongBuy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. FMUCX (1.41B). HBLAX pays higher dividends than FMUCX: HBLAX (3.35) vs FMUCX (1.63). FMUCX was incepted earlier than HBLAX: FMUCX (21 years) vs HBLAX (19 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. FMUCX (36.00). 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). FMUCX annual gain was more profitable for investors over the last year : 7.37 vs. HBLAX (6.46). FMUCX return over 5 years is better than : 19.36 vs. HBLAX (8.83).
| FMUCX | HBLAX | FMUCX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | 1.468 | 2.891 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.41B | 12.1B | 12% |
| Annual Yield % from dividends | 1.63 | 3.35 | 49% |
| Returns for 1 year | 7.37 | 6.46 | 114% |
| Returns for 3 years | 10.54 | 4.60 | 229% |
| Returns for 5 years | 19.36 | 8.83 | 219% |
| Returns for 10 years | 33.73 | 33.61 | 100% |
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