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FMUCX vs HBLSX
FMUCX vs HBLSX Comparison
Open Charts FMUCX vs HBLSX
Federated Hermes Muni and Stock Adv C
Price$14.75
Change-$0.21 (-1.40%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
FMUCX vs HBLSX Comparison Chart
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FMUCX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FMUCX (1.41B). HBLSX pays higher dividends than FMUCX: HBLSX (3.25) vs FMUCX (1.63). FMUCX was incepted earlier than HBLSX: FMUCX (21 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FMUCX (36.00). 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 : 9.79 vs. HBLSX (8.72). FMUCX return over 5 years is better than : 21.74 vs. HBLSX (13.56).
| FMUCX | HBLSX | FMUCX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 9.123 | 7.612 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 11.8B | 12% |
| Annual Yield % from dividends | 1.63 | 3.25 | 50% |
| Returns for 1 year | 9.79 | 8.72 | 112% |
| Returns for 3 years | 6.82 | 3.55 | 192% |
| Returns for 5 years | 21.74 | 13.56 | 160% |
| Returns for 10 years | 34.75 | 37.62 | 92% |
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