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FMUCX vs HBLAX
FMUCX vs HBLAX Comparison
Open Charts FMUCX vs HBLAX
Federated Hermes Muni and Stock Adv C
Price$14.75
Change-$0.21 (-1.40%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
FMUCX vs HBLAX Comparison Chart
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FMUCX vs. HBLAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B 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 (18 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 : 9.79 vs. HBLAX (8.79). FMUCX return over 5 years is better than : 21.74 vs. HBLAX (13.84).
| FMUCX | HBLAX | FMUCX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 9.123 | 7.649 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.41B | 11.8B | 12% |
| Annual Yield % from dividends | 1.63 | 3.35 | 49% |
| Returns for 1 year | 9.79 | 8.79 | 111% |
| Returns for 3 years | 6.82 | 3.77 | 181% |
| Returns for 5 years | 21.74 | 13.84 | 157% |
| Returns for 10 years | 34.75 | 38.11 | 91% |