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FMUCX vs HBLYX
FMUCX vs HBLYX Comparison
Open Charts FMUCX vs HBLYX
Federated Hermes Muni and Stock Adv C
Price$14.75
Change-$0.21 (-1.40%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
FMUCX vs HBLYX Comparison Chart
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FMUCX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FMUCX (1.41B). HBLYX pays higher dividends than FMUCX: HBLYX (3.51) vs FMUCX (1.63). FMUCX was incepted earlier than HBLYX: FMUCX (21 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FMUCX (36.00). FMUCX has a lower initial minimum investment than HBLYX: FMUCX (1500) vs HBLYX (250000). FMUCX annual gain was more profitable for investors over the last year : 9.79 vs. HBLYX (9.02). FMUCX return over 5 years is better than : 21.74 vs. HBLYX (15.15).
| FMUCX | HBLYX | FMUCX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 9.123 | 7.844 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 11.8B | 12% |
| Annual Yield % from dividends | 1.63 | 3.51 | 46% |
| Returns for 1 year | 9.79 | 9.02 | 108% |
| Returns for 3 years | 6.82 | 4.49 | 152% |
| Returns for 5 years | 21.74 | 15.15 | 143% |
| Returns for 10 years | 34.75 | 41.42 | 84% |