Ad is loading...
FMUFX vs HBLRX
FMUFX vs HBLRX Comparison
Open Charts FMUFX vs HBLRX
Federated Hermes Muni and Stock Adv F
Price$14.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.32
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FMUFX vs HBLRX Comparison Chart
Loading...
FMUFX vs. HBLRX commentary
Oct 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.7B vs. FMUFX (1.42B). HBLRX pays higher dividends than FMUFX: HBLRX (2.97) vs FMUFX (2.33). FMUFX was incepted earlier than HBLRX: FMUFX (17 years) vs HBLRX (14 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 (19.27) and HBLRX (18.62) have marching annual gain over last year. FMUFX return over 5 years is better than : 29.63 vs. HBLRX (16.52).
| FMUFX | HBLRX | FMUFX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 9.605 | 9.072 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.42B | 12.7B | 11% |
| Annual Yield % from dividends | 2.33 | 2.97 | 78% |
| Returns for 1 year | 19.27 | 18.62 | 104% |
| Returns for 3 years | 6.52 | -0.15 | -4,285% |
| Returns for 5 years | 29.63 | 16.52 | 179% |
| Returns for 10 years | 44.32 | 39.21 | 113% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers