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FMUCX vs HBLYX
FMUCX vs HBLYX Comparison
Open Charts FMUCX vs HBLYX
Federated Hermes Muni and Stock Adv C
Price$14.96
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income Y
Price$14.98
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.81B
FMUCX vs HBLYX Comparison Chart in %
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FMUCX vs. HBLYX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FMUCX (1.34B). HBLYX pays higher dividends than FMUCX: HBLYX (3.51) vs FMUCX (1.34). 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). FMUCX (5.39) and HBLYX (5.18) have marching annual gain over last year. FMUCX return over 5 years is better than : 21.25 vs. HBLYX (14.59).
| 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 | 1.955 | 6.207 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 11.8B | 11% |
| Annual Yield % from dividends | 1.34 | 3.51 | 38% |
| Returns for 1 year | 5.39 | 5.18 | 104% |
| Returns for 3 years | 16.29 | 13.36 | 122% |
| Returns for 5 years | 21.25 | 14.59 | 146% |
| Returns for 10 years | 37.55 | 44.17 | 85% |
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