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FMUFX vs HBLTX
FMUFX vs HBLTX Comparison
Open Charts FMUFX vs HBLTX
Federated Hermes Muni and Stock Adv F
Price$14.95
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FMUFX vs HBLTX Comparison Chart in %
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FMUFX vs. HBLTX commentary
Jul 04, 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 Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. FMUFX (1.34B). HBLTX pays higher dividends than FMUFX: HBLTX (3.54) vs FMUFX (2.09). FMUFX was incepted earlier than HBLTX: FMUFX (18 years) vs HBLTX (15 years). FMUFX (1.08) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLTX has a lower initial minimum investment than FMUFX: HBLTX (0) vs FMUFX (1500). HBLTX annual gain was more profitable for investors over the last year : 6.97 vs. FMUFX (4.95). FMUFX return over 5 years is better than : 30.95 vs. HBLTX (19.41).
| FMUFX | HBLTX | FMUFX / HBLTX | |
| Total Expense Ratio | 0.99 | 0.66 | 150% |
| Annual Report Gross Expense Ratio | 1.08 | 0.66 | 164% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 1.944 | 6.253 | 31% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 12B | 11% |
| Annual Yield % from dividends | 2.09 | 3.54 | 59% |
| Returns for 1 year | 4.95 | 6.97 | 71% |
| Returns for 3 years | 21.91 | 17.02 | 129% |
| Returns for 5 years | 30.95 | 19.41 | 159% |
| Returns for 10 years | 46.78 | 44.20 | 106% |
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