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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$15.60
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income Y
Price$15.33
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
FMUFX vs HBLYX Comparison Chart in %
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FMUFX vs. HBLYX commentary
Oct 09, 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: 11.9B vs. FMUFX (1.39B). HBLYX pays higher dividends than FMUFX: HBLYX (3.44) vs FMUFX (1.97). 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 : 7.32 vs. HBLYX (3.79). FMUFX return over 5 years is better than : 30.11 vs. HBLYX (18.04).
| 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 | 7.210 | 9.333 | 77% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 11.9B | 12% |
| Annual Yield % from dividends | 1.97 | 3.44 | 57% |
| Returns for 1 year | 7.32 | 3.79 | 193% |
| Returns for 3 years | 33.20 | 25.97 | 128% |
| Returns for 5 years | 30.11 | 18.04 | 167% |
| Returns for 10 years | 53.85 | 50.35 | 107% |
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