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FMUAX vs HBLIX
FMUAX vs HBLIX Comparison
Open Charts FMUAX vs HBLIX
Federated Hermes Muni and Stock Adv A
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income I
Price$14.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
FMUAX vs HBLIX Comparison Chart in %
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FMUAX vs. HBLIX commentary
Aug 18, 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 FMUAX is a Buy and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FMUAX (1.36B). HBLIX pays higher dividends than FMUAX: HBLIX (3.58) vs FMUAX (2.08). FMUAX was incepted earlier than HBLIX: FMUAX (22 years) vs HBLIX (15 years). FMUAX (1.08) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FMUAX (23.00). FMUAX has a lower initial minimum investment than HBLIX: FMUAX (1500) vs HBLIX (2000). FMUAX annual gain was more profitable for investors over the last year : 5.62 vs. HBLIX (4.42). FMUAX return over 5 years is better than : 27.01 vs. HBLIX (16.30).
| FMUAX | HBLIX | FMUAX / HBLIX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.08 | 0.65 | 166% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 3.632 | 7.241 | 50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.08 | 3.58 | 58% |
| Returns for 1 year | 5.62 | 4.42 | 127% |
| Returns for 3 years | 18.69 | 11.90 | 157% |
| Returns for 5 years | 27.01 | 16.30 | 166% |
| Returns for 10 years | 47.55 | 44.94 | 106% |
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