FMUAX
Price
$14.99
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
1.34B
HBLIX
Price
$14.85
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
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FMUAX vs HBLIX

Header iconFMUAX vs HBLIX Comparison
Open Charts FMUAX vs HBLIXBanner chart's image
Federated Hermes Muni and Stock Adv A
Price$14.99
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income I
Price$14.85
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
FMUAX vs HBLIX Comparison Chart in %
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FMUAX vs. HBLIX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FMUAX (1.34B). HBLIX pays higher dividends than FMUAX: HBLIX (3.58) vs FMUAX (2.09). 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 : 5.66 vs. HBLIX (5.35). FMUAX return over 5 years is better than : 28.83 vs. HBLIX (16.45).
FMUAXHBLIXFMUAX / HBLIX
Total Expense Ratio0.990.65152%
Annual Report Gross Expense Ratio1.080.65166%
Fund Existence22 years15 years-
Gain YTD2.6736.66740%
Front Load5%N/A-
Min. Initial Investment1500200075%
Min. Initial Investment IRA250N/A-
Net Assets1.34B11.9B11%
Annual Yield % from dividends2.093.5858%
Returns for 1 year5.665.35106%
Returns for 3 years21.3215.49138%
Returns for 5 years28.8316.45175%
Returns for 10 years47.2644.81105%
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