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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$15.06
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income Y
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
FMUFX vs HBLYX Comparison Chart
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FMUFX vs. HBLYX commentary
Jan 31, 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 StrongBuy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. FMUFX (1.41B). HBLYX pays higher dividends than FMUFX: HBLYX (3.51) vs FMUFX (2.33). FMUFX was incepted earlier than HBLYX: FMUFX (18 years) vs HBLYX (19 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 : 10.10 vs. HBLYX (6.30). FMUFX return over 5 years is better than : 26.08 vs. HBLYX (11.00).
| FMUFX | HBLYX | FMUFX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 1.758 | 2.224 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.1B | 12% |
| Annual Yield % from dividends | 2.33 | 3.51 | 66% |
| Returns for 1 year | 10.10 | 6.30 | 160% |
| Returns for 3 years | 11.27 | 2.19 | 515% |
| Returns for 5 years | 26.08 | 11.00 | 237% |
| Returns for 10 years | 43.44 | 37.81 | 115% |
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