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FMUCX vs HBLSX
FMUCX vs HBLSX Comparison
Open Charts FMUCX vs HBLSX
Federated Hermes Muni and Stock Adv C
Price$14.26
Change-$0.26 (-1.79%)
VolumeN/A
Net Assets1.35B
Hartford Balanced Income R4
Price$14.38
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets11.99B
FMUCX vs HBLSX Comparison Chart
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FMUCX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. FMUCX (1.35B). HBLSX pays higher dividends than FMUCX: HBLSX (3.26) vs FMUCX (1.36). 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). HBLSX annual gain was more profitable for investors over the last year : 4.55 vs. FMUCX (3.42). FMUCX return over 5 years is better than : 37.11 vs. HBLSX (28.44).
| 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 | -1.167 | 3.251 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.35B | 12B | 11% |
| Annual Yield % from dividends | 1.36 | 3.26 | 42% |
| Returns for 1 year | 3.42 | 4.55 | 75% |
| Returns for 3 years | 7.27 | 4.10 | 177% |
| Returns for 5 years | 37.11 | 28.44 | 130% |
| Returns for 10 years | 31.16 | 34.03 | 92% |
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