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FMUFX vs HBLVX
FMUFX vs HBLVX Comparison
Open Charts FMUFX vs HBLVX
Federated Hermes Muni and Stock Adv F
Price$14.79
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.33B
Hartford Balanced Income R6
Price$14.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.84B
FMUFX vs HBLVX Comparison Chart in %
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FMUFX vs. HBLVX commentary
Jul 01, 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. FMUFX (1.33B). HBLVX pays higher dividends than FMUFX: HBLVX (3.63) vs FMUFX (2.13). FMUFX was incepted earlier than HBLVX: FMUFX (18 years) vs HBLVX (11 years). FMUFX (1.08) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLVX has a lower initial minimum investment than FMUFX: HBLVX (0) vs FMUFX (1500). HBLVX annual gain was more profitable for investors over the last year : 6.03 vs. FMUFX (4.68). FMUFX return over 5 years is better than : 32.15 vs. HBLVX (20.72).
| FMUFX | HBLVX | FMUFX / HBLVX | |
| Total Expense Ratio | 0.99 | 0.56 | 177% |
| Annual Report Gross Expense Ratio | 1.08 | 0.56 | 193% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 1.259 | 5.128 | 25% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.33B | 11.8B | 11% |
| Annual Yield % from dividends | 2.13 | 3.63 | 59% |
| Returns for 1 year | 4.68 | 6.03 | 78% |
| Returns for 3 years | 21.83 | 16.98 | 129% |
| Returns for 5 years | 32.15 | 20.72 | 155% |
| Returns for 10 years | 46.03 | 44.46 | 104% |
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