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FMUCX vs HBLIX
FMUCX vs HBLIX Comparison
Open Charts FMUCX vs HBLIX
Federated Hermes Muni and Stock Adv C
Price$15.92
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income I
Price$15.37
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets11.73B
FMUCX vs HBLIX Comparison Chart in %
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FMUCX vs. HBLIX commentary
Dec 13, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. FMUCX (1.41B). HBLIX pays higher dividends than FMUCX: HBLIX (3.45) vs FMUCX (1.16). FMUCX was incepted earlier than HBLIX: FMUCX (22 years) vs HBLIX (16 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 : 6.43 vs. HBLIX (5.31). FMUCX return over 5 years is better than : 22.18 vs. HBLIX (15.14).
| 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 | 16 years | - |
| Gain YTD | 8.665 | 11.373 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 11.7B | 12% |
| Annual Yield % from dividends | 1.16 | 3.45 | 34% |
| Returns for 1 year | 6.43 | 5.31 | 121% |
| Returns for 3 years | 25.68 | 17.83 | 144% |
| Returns for 5 years | 22.18 | 15.14 | 146% |
| Returns for 10 years | 49.06 | 56.07 | 87% |
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