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FMUFX vs HBLIX
FMUFX vs HBLIX Comparison
Open Charts FMUFX vs HBLIX
Federated Hermes Muni and Stock Adv F
Price$14.99
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
FMUFX vs HBLIX Comparison Chart in %
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FMUFX 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 FMUFX is a Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FMUFX (1.34B). HBLIX pays higher dividends than FMUFX: HBLIX (3.58) vs FMUFX (2.09). FMUFX was incepted earlier than HBLIX: FMUFX (18 years) vs HBLIX (15 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 : 5.73 vs. HBLIX (5.35). FMUFX return over 5 years is better than : 28.93 vs. HBLIX (16.45).
| 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 | 15 years | - |
| Gain YTD | 2.743 | 6.667 | 41% |
| Front Load | 1% | 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 | 2.09 | 3.58 | 58% |
| Returns for 1 year | 5.73 | 5.35 | 107% |
| Returns for 3 years | 21.41 | 15.49 | 138% |
| Returns for 5 years | 28.93 | 16.45 | 176% |
| Returns for 10 years | 47.26 | 44.81 | 105% |
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