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$15.31
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income I
Price$15.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
FMUCX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUCX vs. HBLIX commentary
Sep 09, 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: 12B vs. FMUCX (1.37B). HBLIX pays higher dividends than FMUCX: HBLIX (3.50) vs FMUCX (1.30). 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 : 6.29 vs. HBLIX (4.20). FMUCX return over 5 years is better than : 23.70 vs. HBLIX (17.94).
| 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 | 4.277 | 8.391 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.37B | 12B | 11% |
| Annual Yield % from dividends | 1.30 | 3.50 | 37% |
| Returns for 1 year | 6.29 | 4.20 | 150% |
| Returns for 3 years | 21.13 | 17.11 | 123% |
| Returns for 5 years | 23.70 | 17.94 | 132% |
| Returns for 10 years | 44.81 | 51.01 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement