Interact to see
Advertisement
Advertisement
FMUIX vs HBLAX
FMUIX vs HBLAX Comparison
Open Charts FMUIX vs HBLAX
Federated Hermes Muni and Stock Adv IS
Price$15.32
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income A
Price$15.08
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
FMUIX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUIX vs. HBLAX commentary
Sep 10, 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 FMUIX is a Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. FMUIX (1.37B). HBLAX pays higher dividends than FMUIX: HBLAX (3.28) vs FMUIX (2.27). FMUIX was incepted earlier than HBLAX: FMUIX (15 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FMUIX (0.83). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLAX has a lower initial minimum investment than FMUIX: HBLAX (2000) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 7.36 vs. HBLAX (3.96). FMUIX return over 5 years is better than : 30.05 vs. HBLAX (16.60).
| FMUIX | HBLAX | FMUIX / HBLAX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.83 | 0.89 | 93% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 4.971 | 8.196 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.37B | 12B | 11% |
| Annual Yield % from dividends | 2.27 | 3.28 | 69% |
| Returns for 1 year | 7.36 | 3.96 | 186% |
| Returns for 3 years | 24.82 | 16.27 | 153% |
| Returns for 5 years | 30.05 | 16.60 | 181% |
| Returns for 10 years | 57.00 | 47.76 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LIAX | 254.32 | 5.88 | +2.37% |
| LifeX 2063 Infl-Prt Longevity Inc ETF | |||
| KPRO | 29.73 | 0.28 | +0.96% |
| KraneShares 100% KWEB Dfnd OutcmJan27ETF | |||
| KEMX | 33.30 | 0.27 | +0.81% |
| KraneShares MSCI Em Mkts ex CHN ETF | |||
| FLRG | 37.67 | 0.11 | +0.30% |
| Fidelity U.S. Multifactor ETF | |||
| IVOV | 101.81 | -0.12 | -0.12% |
| Vanguard S&P Mid-Cap 400 Value ETF | |||