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FMUIX vs HBLFX
FMUIX vs HBLFX Comparison
Open Charts FMUIX vs HBLFX
Federated Hermes Muni and Stock Adv IS
Price$14.94
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income F
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUIX vs HBLFX Comparison Chart in %
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FMUIX vs. HBLFX commentary
Jul 07, 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 HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. FMUIX (1.34B). HBLFX pays higher dividends than FMUIX: HBLFX (3.66) vs FMUIX (2.34). FMUIX was incepted earlier than HBLFX: FMUIX (15 years) vs HBLFX (8 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. HBLFX annual gain was more profitable for investors over the last year : 7.06 vs. FMUIX (5.57). FMUIX return over 5 years is better than : 33.05 vs. HBLFX (19.90).
| 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 | 8 years | - |
| Gain YTD | 2.412 | 6.356 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 12B | 11% |
| Annual Yield % from dividends | 2.34 | 3.66 | 64% |
| Returns for 1 year | 5.57 | 7.06 | 79% |
| Returns for 3 years | 23.24 | 17.35 | 134% |
| Returns for 5 years | 33.05 | 19.90 | 166% |
| Returns for 10 years | 50.25 | N/A | - |