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FMUFX vs HBLAX
FMUFX vs HBLAX Comparison
Open Charts FMUFX vs HBLAX
Federated Hermes Muni and Stock Adv F
Price$15.20
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income A
Price$15.04
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.94B
FMUFX vs HBLAX Comparison Chart in %
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FMUFX vs. HBLAX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. FMUFX (1.36B). 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 : 5.52 vs. HBLAX (3.27). FMUFX return over 5 years is better than : 26.45 vs. HBLAX (15.75).
| 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 | 4.110 | 7.838 | 52% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.08 | 3.35 | 62% |
| Returns for 1 year | 5.52 | 3.27 | 169% |
| Returns for 3 years | 22.79 | 15.64 | 146% |
| Returns for 5 years | 26.45 | 15.75 | 168% |
| Returns for 10 years | 51.70 | 46.93 | 110% |
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