Ad is loading...
FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$13.87
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income R3
Price$13.92
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets11.55B
FMUFX vs HBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMUFX vs. HBLRX commentary
Apr 11, 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. FMUFX (1.29B). HBLRX pays higher dividends than FMUFX: HBLRX (2.96) vs FMUFX (2.13). 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). HBLRX annual gain was more profitable for investors over the last year : 1.71 vs. FMUFX (0.31). FMUFX return over 5 years is better than : 28.70 vs. HBLRX (14.50).
| 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 | -5.209 | -0.356 | 1,461% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.29B | 11.6B | 11% |
| Annual Yield % from dividends | 2.13 | 2.96 | 72% |
| Returns for 1 year | 0.31 | 1.71 | 18% |
| Returns for 3 years | 6.46 | 1.35 | 480% |
| Returns for 5 years | 28.70 | 14.50 | 198% |
| Returns for 10 years | 33.12 | 25.80 | 128% |