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FMUCX vs HBLSX
FMUCX vs HBLSX Comparison
Open Charts FMUCX vs HBLSX
Federated Hermes Muni and Stock Adv C
Price$14.96
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R4
Price$14.84
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.81B
FMUCX vs HBLSX Comparison Chart in %
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FMUCX vs. HBLSX commentary
Aug 08, 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FMUCX (1.34B). HBLSX pays higher dividends than FMUCX: HBLSX (3.24) vs FMUCX (1.34). FMUCX was incepted earlier than HBLSX: FMUCX (22 years) vs HBLSX (15 years). FMUCX (1.83) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUCX (23.00). HBLSX has a lower initial minimum investment than FMUCX: HBLSX (0) vs FMUCX (1500). FMUCX annual gain was more profitable for investors over the last year : 5.39 vs. HBLSX (4.83). FMUCX return over 5 years is better than : 21.25 vs. HBLSX (12.90).
| FMUCX | HBLSX | FMUCX / HBLSX | |
| Total Expense Ratio | 1.74 | 0.96 | 181% |
| Annual Report Gross Expense Ratio | 1.83 | 0.96 | 191% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 1.955 | 6.024 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 11.8B | 11% |
| Annual Yield % from dividends | 1.34 | 3.24 | 41% |
| Returns for 1 year | 5.39 | 4.83 | 112% |
| Returns for 3 years | 16.29 | 12.33 | 132% |
| Returns for 5 years | 21.25 | 12.90 | 165% |
| Returns for 10 years | 37.55 | 40.19 | 93% |
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