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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$14.84
Change+$0.06 (+0.41%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.57
Change+$0.05 (+0.34%)
VolumeN/A
CapitalizationN/A
FMUFX vs HBLYX Comparison Chart
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FMUFX vs. HBLYX commentary
Dec 25, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. FMUFX (1.39B). HBLYX pays higher dividends than FMUFX: HBLYX (3.51) vs FMUFX (2.33). FMUFX was incepted earlier than HBLYX: FMUFX (18 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FMUFX (36.00). FMUFX has a lower initial minimum investment than HBLYX: FMUFX (1500) vs HBLYX (250000). FMUFX annual gain was more profitable for investors over the last year : 9.23 vs. HBLYX (3.44). FMUFX return over 5 years is better than : 24.95 vs. HBLYX (9.35).
| FMUFX | HBLYX | FMUFX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 8.917 | 2.749 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 12B | 12% |
| Annual Yield % from dividends | 2.33 | 3.51 | 66% |
| Returns for 1 year | 9.23 | 3.44 | 268% |
| Returns for 3 years | 7.27 | -0.81 | -894% |
| Returns for 5 years | 24.95 | 9.35 | 267% |
| Returns for 10 years | 41.16 | 34.25 | 120% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| SSUS | 42.93 | 0.25 | +0.58% |
| Day Hagan/Ned Davis Rsrch Smrt Sect ETF | |||
| FDL | 40.29 | 0.12 | +0.30% |
| First Trust Morningstar Div Leaders ETF | |||
| FRI | 27.23 | 0.08 | +0.29% |
| First Trust S&P REIT ETF | |||
| YDEC | 22.54 | -0.02 | -0.11% |
| FT Vest Intl Eq Mod Bffr ETF Dec | |||
| PFFL | 9.20 | -0.10 | -1.06% |
| ETRACS 2xMonthly Pay Lvrgd Pref Stk ETN | |||