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FMUFX vs HBLAX
FMUFX vs HBLAX Comparison
Open Charts FMUFX vs HBLAX
Federated Hermes Muni and Stock Adv F
Price$14.57
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets1.33B
Hartford Balanced Income A
Price$14.60
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets11.86B
FMUFX vs HBLAX Comparison Chart
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FMUFX vs. HBLAX commentary
Jun 14, 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 (1.33B). HBLAX pays higher dividends than FMUFX: HBLAX (3.37) vs FMUFX (2.13). 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). HBLAX annual gain was more profitable for investors over the last year : 5.09 vs. FMUFX (3.82). FMUFX return over 5 years is better than : 29.68 vs. HBLAX (16.76).
| 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 | 0.140 | 4.511 | 3% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.33B | 11.9B | 11% |
| Annual Yield % from dividends | 2.13 | 3.37 | 63% |
| Returns for 1 year | 3.82 | 5.09 | 75% |
| Returns for 3 years | 22.16 | 16.53 | 134% |
| Returns for 5 years | 29.68 | 16.76 | 177% |
| Returns for 10 years | 43.11 | 37.44 | 115% |
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