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FMUCX vs HBLYX
FMUCX vs HBLYX Comparison
Open Charts FMUCX vs HBLYX
Federated Hermes Muni and Stock Adv C
Price$14.70
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income Y
Price$14.82
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.06B
FMUCX vs HBLYX Comparison Chart
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FMUCX vs. HBLYX commentary
Mar 10, 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: 12.1B vs. FMUCX (1.37B). HBLYX pays higher dividends than FMUCX: HBLYX (3.48) vs FMUCX (1.29). FMUCX was incepted earlier than HBLYX: FMUCX (21 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 : 5.41 vs. FMUCX (4.96). FMUCX return over 5 years is better than : 23.06 vs. HBLYX (14.15).
| FMUCX | HBLYX | FMUCX / HBLYX | |
| Total Expense Ratio | 1.74 | 0.67 | 260% |
| Annual Report Gross Expense Ratio | 1.83 | 0.67 | 273% |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | -0.028 | 2.988 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.37B | 12.1B | 11% |
| Annual Yield % from dividends | 1.29 | 3.48 | 37% |
| Returns for 1 year | 4.96 | 5.41 | 92% |
| Returns for 3 years | 10.64 | 7.54 | 141% |
| Returns for 5 years | 23.06 | 14.15 | 163% |
| Returns for 10 years | 34.78 | 39.87 | 87% |
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