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FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$15.06
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income R3
Price$14.62
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
FMUFX vs HBLRX Comparison Chart
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FMUFX vs. HBLRX commentary
Jan 31, 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 StrongBuy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. FMUFX (1.41B). HBLRX pays higher dividends than FMUFX: HBLRX (2.97) vs FMUFX (2.33). FMUFX was incepted earlier than HBLRX: FMUFX (18 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. FMUFX (36.00). 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 : 10.10 vs. HBLRX (5.58). FMUFX return over 5 years is better than : 26.08 vs. HBLRX (7.99).
| FMUFX | HBLRX | FMUFX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 1.758 | 2.104 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.1B | 12% |
| Annual Yield % from dividends | 2.33 | 2.97 | 78% |
| Returns for 1 year | 10.10 | 5.58 | 181% |
| Returns for 3 years | 11.27 | 0.29 | 3,907% |
| Returns for 5 years | 26.08 | 7.99 | 327% |
| Returns for 10 years | 43.44 | 30.76 | 141% |