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FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$14.36
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets1.31B
Hartford Balanced Income R3
Price$14.38
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
FMUFX vs HBLRX Comparison Chart
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FMUFX vs. HBLRX commentary
May 24, 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. FMUFX (1.31B). HBLRX pays higher dividends than FMUFX: HBLRX (2.99) vs FMUFX (2.18). FMUFX was incepted earlier than HBLRX: FMUFX (18 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FMUFX (1.08). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLRX has a lower initial minimum investment than FMUFX: HBLRX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 2.69 vs. HBLRX (1.46). FMUFX return over 5 years is better than : 30.22 vs. HBLRX (14.95).
| FMUFX | HBLRX | FMUFX / HBLRX | |
| Total Expense Ratio | 0.99 | 1.28 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 1.28 | 84% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | -1.569 | 1.693 | -93% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.31B | 11.6B | 11% |
| Annual Yield % from dividends | 2.18 | 2.99 | 73% |
| Returns for 1 year | 2.69 | 1.46 | 185% |
| Returns for 3 years | 16.54 | 7.46 | 222% |
| Returns for 5 years | 30.22 | 14.95 | 202% |
| Returns for 10 years | 39.52 | 28.39 | 139% |
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