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FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$14.96
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income R3
Price$14.77
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets12.18B
FMUFX vs HBLRX Comparison Chart
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FMUFX vs. HBLRX commentary
Mar 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.2B vs. FMUFX (1.39B). 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 : 8.24 vs. HBLRX (6.80). FMUFX return over 5 years is better than : 30.44 vs. HBLRX (13.69).
| 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 | 1.793 | 3.576 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 12.2B | 11% |
| Annual Yield % from dividends | 2.33 | 2.97 | 78% |
| Returns for 1 year | 8.24 | 6.80 | 121% |
| Returns for 3 years | 13.46 | 4.24 | 318% |
| Returns for 5 years | 30.44 | 13.69 | 222% |
| Returns for 10 years | 42.89 | 31.39 | 137% |
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