Interact to see
Advertisement
Advertisement
FMUCX vs HBLIX
FMUCX vs HBLIX Comparison
Open Charts FMUCX vs HBLIX
Federated Hermes Muni and Stock Adv C
Price$15.11
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income I
Price$14.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
FMUCX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUCX 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 FMUCX is a Buy and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FMUCX (1.36B). HBLIX pays higher dividends than FMUCX: HBLIX (3.58) vs FMUCX (1.34). FMUCX was incepted earlier than HBLIX: FMUCX (22 years) vs HBLIX (15 years). FMUCX (1.83) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FMUCX (23.00). FMUCX has a lower initial minimum investment than HBLIX: FMUCX (1500) vs HBLIX (2000). FMUCX annual gain was more profitable for investors over the last year : 4.84 vs. HBLIX (4.42). FMUCX return over 5 years is better than : 22.34 vs. HBLIX (16.30).
| FMUCX | HBLIX | FMUCX / HBLIX | |
| Total Expense Ratio | 1.74 | 0.65 | 268% |
| Annual Report Gross Expense Ratio | 1.83 | 0.65 | 282% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 3.185 | 7.241 | 44% |
| Front Load | N/A | 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 | 1.34 | 3.58 | 37% |
| Returns for 1 year | 4.84 | 4.42 | 110% |
| Returns for 3 years | 16.05 | 11.90 | 135% |
| Returns for 5 years | 22.34 | 16.30 | 137% |
| Returns for 10 years | 38.87 | 44.94 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DAT | 44.55 | 0.23 | +0.51% |
| ProShares Big Data Refiners ETF | |||
| SCHY | 28.26 | 0.14 | +0.50% |
| Schwab International Dividend Equity ETF | |||
| PCM | 6.31 | 0.01 | +0.16% |
| PCM Fund | |||
| RMM | 13.62 | 0.02 | +0.15% |
| RiverNorth Managed Duration Municipal Income Fund | |||
| NNOV | 28.06 | -0.04 | -0.12% |
| Innovator Growth-100 Pwr Buffr ETF - Nov | |||