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FMUCX vs HBLYX
FMUCX vs HBLYX Comparison
Open Charts FMUCX vs HBLYX
Federated Hermes Muni and Stock Adv C
Price$14.55
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income Y
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.74B
FMUCX vs HBLYX Comparison Chart
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FMUCX vs. HBLYX commentary
Jun 07, 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 Buy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. FMUCX (1.32B). HBLYX pays higher dividends than FMUCX: HBLYX (3.53) vs FMUCX (1.37). FMUCX was incepted earlier than HBLYX: FMUCX (22 years) vs HBLYX (19 years). FMUCX (1.83) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FMUCX (23.00). FMUCX has a lower initial minimum investment than HBLYX: FMUCX (1500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 3.82 vs. FMUCX (2.63). FMUCX return over 5 years is better than : 21.12 vs. HBLYX (13.34).
| FMUCX | HBLYX | FMUCX / HBLYX | |
| Total Expense Ratio | 1.74 | 0.67 | 260% |
| Annual Report Gross Expense Ratio | 1.83 | 0.67 | 273% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | -1.123 | 3.380 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.32B | 11.7B | 11% |
| Annual Yield % from dividends | 1.37 | 3.53 | 39% |
| Returns for 1 year | 2.63 | 3.82 | 69% |
| Returns for 3 years | 11.04 | 8.25 | 134% |
| Returns for 5 years | 21.12 | 13.34 | 158% |
| Returns for 10 years | 34.14 | 39.66 | 86% |
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