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FMUCX vs HBLSX
FMUCX vs HBLSX Comparison
Open Charts FMUCX vs HBLSX
Federated Hermes Muni and Stock Adv C
Price$14.86
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
FMUCX vs HBLSX Comparison Chart
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FMUCX vs. HBLSX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. FMUCX (1.39B). 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 : 9.11 vs. HBLSX (5.93). FMUCX return over 5 years is better than : 18.70 vs. HBLSX (7.95).
| 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 | 0.475 | 1.403 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 12.1B | 12% |
| Annual Yield % from dividends | 1.63 | 3.25 | 50% |
| Returns for 1 year | 9.11 | 5.93 | 154% |
| Returns for 3 years | 6.01 | 0.23 | 2,669% |
| Returns for 5 years | 18.70 | 7.95 | 235% |
| Returns for 10 years | 33.11 | 33.07 | 100% |
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