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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$13.87
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income Y
Price$14.05
Change-$0.19 (-1.33%)
VolumeN/A
Net Assets11.55B
FMUFX vs HBLYX Comparison Chart
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FMUFX vs. HBLYX commentary
Apr 11, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FMUFX (1.29B). 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 : 2.39 vs. FMUFX (0.31). FMUFX return over 5 years is better than : 28.70 vs. HBLYX (17.83).
| 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 | -5.209 | -0.127 | 4,103% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.29B | 11.6B | 11% |
| Annual Yield % from dividends | 2.13 | 3.53 | 60% |
| Returns for 1 year | 0.31 | 2.39 | 13% |
| Returns for 3 years | 6.46 | 3.22 | 201% |
| Returns for 5 years | 28.70 | 17.83 | 161% |
| Returns for 10 years | 33.12 | 32.68 | 101% |