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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$14.97
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income Y
Price$15.01
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FMUFX vs HBLYX Comparison Chart in %
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FMUFX vs. HBLYX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FMUFX (1.34B). HBLYX pays higher dividends than FMUFX: HBLYX (3.51) vs FMUFX (2.08). 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). FMUFX annual gain was more profitable for investors over the last year : 6.99 vs. HBLYX (5.32). FMUFX return over 5 years is better than : 26.23 vs. HBLYX (14.36).
| 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 | 2.674 | 5.995 | 45% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 11.8B | 11% |
| Annual Yield % from dividends | 2.08 | 3.51 | 59% |
| Returns for 1 year | 6.99 | 5.32 | 131% |
| Returns for 3 years | 19.26 | 12.75 | 151% |
| Returns for 5 years | 26.23 | 14.36 | 183% |
| Returns for 10 years | 45.74 | 43.24 | 106% |
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