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FMUCX vs HBLYX
FMUCX vs HBLYX Comparison
Open Charts FMUCX vs HBLYX
Federated Hermes Muni and Stock Adv C
Price$14.09
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income Y
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets11.55B
FMUCX vs HBLYX Comparison Chart
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FMUCX vs. HBLYX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. FMUCX (1.29B). HBLYX pays higher dividends than FMUCX: HBLYX (3.53) vs FMUCX (1.36). 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 : 3.39 vs. FMUCX (0.51). FMUCX return over 5 years is better than : 24.89 vs. HBLYX (17.64).
| 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 | -4.838 | 0.364 | -1,329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.29B | 11.5B | 11% |
| Annual Yield % from dividends | 1.36 | 3.53 | 39% |
| Returns for 1 year | 0.51 | 3.39 | 15% |
| Returns for 3 years | 7.12 | 5.23 | 136% |
| Returns for 5 years | 24.89 | 17.64 | 141% |
| Returns for 10 years | 26.13 | 32.56 | 80% |