Ad is loading...
FMUFX vs HBLYX
FMUFX vs HBLYX Comparison
Open Charts FMUFX vs HBLYX
Federated Hermes Muni and Stock Adv F
Price$14.96
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income Y
Price$14.93
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets12.18B
FMUFX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMUFX vs. HBLYX commentary
Mar 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.2B vs. FMUFX (1.39B). 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 : 8.24 vs. HBLYX (7.52). FMUFX return over 5 years is better than : 30.44 vs. HBLYX (16.88).
| 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 | 1.793 | 3.753 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 12.2B | 11% |
| Annual Yield % from dividends | 2.33 | 3.51 | 66% |
| Returns for 1 year | 8.24 | 7.52 | 110% |
| Returns for 3 years | 13.46 | 6.25 | 215% |
| Returns for 5 years | 30.44 | 16.88 | 180% |
| Returns for 10 years | 42.89 | 38.55 | 111% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SAGP | 30.13 | 0.21 | +0.72% |
| Strategas Global Policy Opp ETF | |||
| DSL | 12.87 | 0.05 | +0.39% |
| DOUBLELINE Income SOLUTIONS FUND | |||
| IGLD | 19.83 | N/A | N/A |
| FT Vest Gold Strategy Trgt Inc ETF | |||
| FEM | 22.33 | -0.41 | -1.81% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| SIJ | 7.95 | -0.18 | -2.22% |
| ProShares UltraShort Industrials | |||