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FMUAX vs HBLIX
FMUAX vs HBLIX Comparison
Open Charts FMUAX vs HBLIX
Federated Hermes Muni and Stock Adv A
Price$15.84
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.4B
Hartford Balanced Income I
Price$15.16
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.73B
FMUAX vs HBLIX Comparison Chart in %
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FMUAX vs. HBLIX commentary
Nov 14, 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 Hold and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. FMUAX (1.4B). HBLIX pays higher dividends than FMUAX: HBLIX (3.51) vs FMUAX (1.89). FMUAX was incepted earlier than HBLIX: FMUAX (22 years) vs HBLIX (16 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 : 7.75 vs. HBLIX (3.94). FMUAX return over 5 years is better than : 29.10 vs. HBLIX (15.56).
| 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 | 16 years | - |
| Gain YTD | 8.784 | 9.852 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.4B | 11.7B | 12% |
| Annual Yield % from dividends | 1.89 | 3.51 | 54% |
| Returns for 1 year | 7.75 | 3.94 | 197% |
| Returns for 3 years | 30.77 | 19.42 | 158% |
| Returns for 5 years | 29.10 | 15.56 | 187% |
| Returns for 10 years | 57.54 | 50.09 | 115% |
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