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FMUIX vs HBLFX
FMUIX vs HBLFX Comparison
Open Charts FMUIX vs HBLFX
Federated Hermes Muni and Stock Adv IS
Price$15.79
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.4B
Hartford Balanced Income F
Price$15.30
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
FMUIX vs HBLFX Comparison Chart in %
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FMUIX vs. HBLFX commentary
Dec 04, 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 Hold and HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. FMUIX (1.4B). HBLFX pays higher dividends than FMUIX: HBLFX (3.53) vs FMUIX (2.11). FMUIX was incepted earlier than HBLFX: FMUIX (15 years) vs HBLFX (9 years). FMUIX (0.83) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). FMUIX (1000000) and HBLFX (1000000) have matching initial minimum investment requirements. FMUIX annual gain was more profitable for investors over the last year : 7.20 vs. HBLFX (2.94). FMUIX return over 5 years is better than : 28.71 vs. HBLFX (14.32).
| FMUIX | HBLFX | FMUIX / HBLFX | |
| Total Expense Ratio | 0.74 | 0.56 | 132% |
| Annual Report Gross Expense Ratio | 0.83 | 0.56 | 148% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 9.568 | 10.216 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 11.8B | 12% |
| Annual Yield % from dividends | 2.11 | 3.53 | 60% |
| Returns for 1 year | 7.20 | 2.94 | 245% |
| Returns for 3 years | 28.62 | 15.87 | 180% |
| Returns for 5 years | 28.71 | 14.32 | 201% |
| Returns for 10 years | 58.82 | N/A | - |
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