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FMUCX vs HBLTX
FMUCX vs HBLTX Comparison
Open Charts FMUCX vs HBLTX
Federated Hermes Muni and Stock Adv C
Price$14.87
Change-$0.07 (-0.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
FMUCX vs HBLTX Comparison Chart
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FMUCX vs. HBLTX commentary
Nov 18, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B vs. FMUCX (1.41B). HBLTX pays higher dividends than FMUCX: HBLTX (3.54) vs FMUCX (1.63). FMUCX was incepted earlier than HBLTX: FMUCX (21 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. FMUCX (36.00). HBLTX has a lower initial minimum investment than FMUCX: HBLTX (0) vs FMUCX (1500). HBLTX annual gain was more profitable for investors over the last year : 15.43 vs. FMUCX (14.35). FMUCX return over 5 years is better than : 22.41 vs. HBLTX (16.16).
| FMUCX | HBLTX | FMUCX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 8.326 | 7.983 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.4B | 11% |
| Annual Yield % from dividends | 1.63 | 3.54 | 46% |
| Returns for 1 year | 14.35 | 15.43 | 93% |
| Returns for 3 years | 2.18 | -0.41 | -532% |
| Returns for 5 years | 22.41 | 16.16 | 139% |
| Returns for 10 years | 32.82 | 39.33 | 83% |
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