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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$14.56
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income Y
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.76B
FMUFX vs HBLYX Comparison Chart in %
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FMUFX vs. HBLYX commentary
Jun 21, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FMUFX (1.32B). HBLYX pays higher dividends than FMUFX: HBLYX (3.53) vs FMUFX (2.13). FMUFX was incepted earlier than HBLYX: FMUFX (18 years) vs HBLYX (19 years). FMUFX (1.08) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). FMUFX has a lower initial minimum investment than HBLYX: FMUFX (1500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 4.46 vs. FMUFX (3.12). FMUFX return over 5 years is better than : 28.55 vs. HBLYX (16.13).
| FMUFX | HBLYX | FMUFX / HBLYX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.08 | 0.67 | 161% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | -0.179 | 3.941 | -5% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.32B | 11.8B | 11% |
| Annual Yield % from dividends | 2.13 | 3.53 | 60% |
| Returns for 1 year | 3.12 | 4.46 | 70% |
| Returns for 3 years | 21.49 | 16.46 | 131% |
| Returns for 5 years | 28.55 | 16.13 | 177% |
| Returns for 10 years | 41.85 | 39.29 | 107% |
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