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FMUFX vs HBLAX
FMUFX vs HBLAX Comparison
Open Charts FMUFX vs HBLAX
Federated Hermes Muni and Stock Adv F
Price$14.97
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income A
Price$14.77
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.81B
FMUFX vs HBLAX Comparison Chart in %
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FMUFX vs. HBLAX 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 FMUFX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FMUFX (1.34B). HBLAX pays higher dividends than FMUFX: HBLAX (3.35) vs FMUFX (2.08). FMUFX was incepted earlier than HBLAX: FMUFX (18 years) vs HBLAX (19 years). FMUFX (1.08) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLAX initial investment is less costly to investors than FMUFX (1%) vs FMUFX (1%). FMUFX has a lower initial minimum investment than HBLAX: FMUFX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FMUFX: HBLAX (2000) vs FMUFX (250). FMUFX annual gain was more profitable for investors over the last year : 6.99 vs. HBLAX (5.04). FMUFX return over 5 years is better than : 26.23 vs. HBLAX (13.06).
| FMUFX | HBLAX | FMUFX / HBLAX | |
| Total Expense Ratio | 0.99 | 0.89 | 111% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 2.674 | 5.829 | 46% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.34B | 11.8B | 11% |
| Annual Yield % from dividends | 2.08 | 3.35 | 62% |
| Returns for 1 year | 6.99 | 5.04 | 139% |
| Returns for 3 years | 19.26 | 11.93 | 161% |
| Returns for 5 years | 26.23 | 13.06 | 201% |
| Returns for 10 years | 45.74 | 39.89 | 115% |
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