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FMUFX vs HBLIX
FMUFX vs HBLIX Comparison
Open Charts FMUFX vs HBLIX
Federated Hermes Muni and Stock Adv F
Price$15.27
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income I
Price$15.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
FMUFX vs HBLIX Comparison Chart in %
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FMUFX 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 FMUFX is a Buy and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. FMUFX (1.37B). HBLIX pays higher dividends than FMUFX: HBLIX (3.50) vs FMUFX (2.03). FMUFX was incepted earlier than HBLIX: FMUFX (18 years) vs HBLIX (16 years). FMUFX (1.08) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). FMUFX has a lower initial minimum investment than HBLIX: FMUFX (1500) vs HBLIX (2000). FMUFX annual gain was more profitable for investors over the last year : 6.43 vs. HBLIX (3.79). FMUFX return over 5 years is better than : 28.24 vs. HBLIX (17.70).
| FMUFX | HBLIX | FMUFX / HBLIX | |
| Total Expense Ratio | 0.99 | 0.65 | 152% |
| Annual Report Gross Expense Ratio | 1.08 | 0.65 | 166% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 4.796 | 8.319 | 58% |
| Front Load | 1% | 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 | 2.03 | 3.50 | 58% |
| Returns for 1 year | 6.43 | 3.79 | 170% |
| Returns for 3 years | 25.69 | 19.52 | 132% |
| Returns for 5 years | 28.24 | 17.70 | 160% |
| Returns for 10 years | 53.34 | 50.56 | 105% |
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