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FMUCX vs HBLIX
FMUCX vs HBLIX Comparison
Open Charts FMUCX vs HBLIX
Federated Hermes Muni and Stock Adv C
Price$14.98
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income I
Price$14.85
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
FMUCX vs HBLIX Comparison Chart in %
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FMUCX 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 FMUCX is a Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FMUCX (1.34B). 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). HBLIX annual gain was more profitable for investors over the last year : 5.35 vs. FMUCX (4.87). FMUCX return over 5 years is better than : 24.10 vs. HBLIX (16.45).
| 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 | 2.297 | 6.667 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.34B | 11.9B | 11% |
| Annual Yield % from dividends | 1.34 | 3.58 | 38% |
| Returns for 1 year | 4.87 | 5.35 | 91% |
| Returns for 3 years | 18.71 | 15.49 | 121% |
| Returns for 5 years | 24.10 | 16.45 | 147% |
| Returns for 10 years | 38.69 | 44.81 | 86% |
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