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FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$14.99
Change+$0.05 (+0.33%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.40
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
FMUFX vs HBLYX Comparison Chart
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FMUFX vs. HBLYX commentary
Nov 23, 2024
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: 12.5B vs. FMUFX (1.41B). HBLYX pays higher dividends than FMUFX: HBLYX (3.51) vs FMUFX (2.33). FMUFX was incepted earlier than HBLYX: FMUFX (17 years) vs HBLYX (18 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). HBLYX (15.20) and FMUFX (14.53) have marching annual gain over last year. FMUFX return over 5 years is better than : 27.86 vs. HBLYX (17.07).
| FMUFX | HBLYX | FMUFX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 9.651 | 8.693 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 12.5B | 11% |
| Annual Yield % from dividends | 2.33 | 3.51 | 66% |
| Returns for 1 year | 14.53 | 15.20 | 96% |
| Returns for 3 years | 5.48 | 0.75 | 730% |
| Returns for 5 years | 27.86 | 17.07 | 163% |
| Returns for 10 years | 41.53 | 40.18 | 103% |
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