Interact to see
Advertisement
Advertisement
FMUCX vs TRAIX
FMUCX vs TRAIX Comparison
Open Charts FMUCX vs TRAIX
Federated Hermes Muni and Stock Adv C
Price$14.57
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets1.32B
T. Rowe Price Capital Appreciation I
Price$36.07
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets66.5B
FMUCX vs TRAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUCX vs. TRAIX commentary
Jun 19, 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 TRAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRAIX has more cash in the bank: 66.5B vs. FMUCX (1.32B). TRAIX pays higher dividends than FMUCX: TRAIX (2.22) vs FMUCX (1.37). FMUCX was incepted earlier than TRAIX: FMUCX (22 years) vs TRAIX (10 years). FMUCX (1.83) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 85.00 vs. FMUCX (23.00). FMUCX has a lower initial minimum investment than TRAIX: FMUCX (1500) vs TRAIX (500000). FMUCX annual gain was more profitable for investors over the last year : 2.62 vs. TRAIX (2.05). TRAIX (24.28) and FMUCX (23.47) have equivalent 5 years return.
| FMUCX | TRAIX | FMUCX / TRAIX | |
| Total Expense Ratio | 1.74 | 0.58 | 300% |
| Annual Report Gross Expense Ratio | 1.83 | 0.61 | 300% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | -0.373 | 4.392 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 500000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.32B | 66.5B | 2% |
| Annual Yield % from dividends | 1.37 | 2.22 | 62% |
| Returns for 1 year | 2.62 | 2.05 | 128% |
| Returns for 3 years | 20.14 | 23.62 | 85% |
| Returns for 5 years | 23.47 | 24.28 | 97% |
| Returns for 10 years | 34.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement