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FMUFX vs HBLAX
FMUFX vs HBLAX Comparison
Open Charts FMUFX vs HBLAX
Federated Hermes Muni and Stock Adv F
Price$15.63
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.38B
Hartford Balanced Income A
Price$14.92
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.56B
FMUFX vs HBLAX Comparison Chart in %
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FMUFX vs. HBLAX commentary
Nov 21, 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 Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. FMUFX (1.38B). HBLAX pays higher dividends than FMUFX: HBLAX (3.29) vs FMUFX (1.90). 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 : 7.09 vs. HBLAX (2.80). FMUFX return over 5 years is better than : 27.31 vs. HBLAX (12.35).
| 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 | 7.742 | 8.217 | 94% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.38B | 11.6B | 12% |
| Annual Yield % from dividends | 1.90 | 3.29 | 58% |
| Returns for 1 year | 7.09 | 2.80 | 253% |
| Returns for 3 years | 28.24 | 16.10 | 175% |
| Returns for 5 years | 27.31 | 12.35 | 221% |
| Returns for 10 years | 53.64 | 43.02 | 125% |
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