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FMUAX vs HBLIX
FMUAX vs HBLIX Comparison
Open Charts FMUAX vs HBLIX
Federated Hermes Muni and Stock Adv A
Price$14.95
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income I
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUAX vs HBLIX Comparison Chart in %
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FMUAX vs. HBLIX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B 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). HBLIX annual gain was more profitable for investors over the last year : 6.97 vs. FMUAX (5.37). FMUAX return over 5 years is better than : 31.48 vs. HBLIX (19.44).
| 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 | 2.285 | 6.236 | 37% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 12B | 11% |
| Annual Yield % from dividends | 2.09 | 3.58 | 58% |
| Returns for 1 year | 5.37 | 6.97 | 77% |
| Returns for 3 years | 22.40 | 17.06 | 131% |
| Returns for 5 years | 31.48 | 19.44 | 162% |
| Returns for 10 years | 47.37 | 44.23 | 107% |
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