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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$14.36
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets1.31B
Hartford Balanced Income Y
Price$14.53
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
FMUFX vs HBLYX Comparison Chart
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FMUFX vs. HBLYX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FMUFX (1.31B). HBLYX pays higher dividends than FMUFX: HBLYX (3.57) vs FMUFX (2.18). 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 : 2.69 vs. HBLYX (2.14). FMUFX return over 5 years is better than : 30.22 vs. HBLYX (18.27).
| 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 | -1.569 | 1.977 | -79% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.31B | 11.6B | 11% |
| Annual Yield % from dividends | 2.18 | 3.57 | 61% |
| Returns for 1 year | 2.69 | 2.14 | 126% |
| Returns for 3 years | 16.54 | 9.46 | 175% |
| Returns for 5 years | 30.22 | 18.27 | 165% |
| Returns for 10 years | 39.52 | 35.47 | 111% |
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