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FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$14.99
Change+$0.05 (+0.33%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.25
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
FMUFX vs HBLRX Comparison Chart
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FMUFX vs. HBLRX commentary
Nov 23, 2024
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: 12.5B vs. FMUFX (1.41B). HBLRX pays higher dividends than FMUFX: HBLRX (2.97) vs FMUFX (2.33). FMUFX was incepted earlier than HBLRX: FMUFX (17 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 (14.53) and HBLRX (14.53) have marching annual gain over last year. FMUFX return over 5 years is better than : 27.86 vs. HBLRX (13.98).
| FMUFX | HBLRX | FMUFX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 9.651 | 8.148 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.5B | 11% |
| Annual Yield % from dividends | 2.33 | 2.97 | 78% |
| Returns for 1 year | 14.53 | 14.53 | 100% |
| Returns for 3 years | 5.48 | -1.06 | -519% |
| Returns for 5 years | 27.86 | 13.98 | 199% |
| Returns for 10 years | 41.53 | 33.05 | 126% |
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