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FMUIX vs HBLIX
FMUIX vs HBLIX Comparison
Open Charts FMUIX vs HBLIX
Federated Hermes Muni and Stock Adv IS
Price$16.10
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.42B
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
FMUIX vs HBLIX Comparison Chart in %
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FMUIX vs. HBLIX commentary
Feb 04, 2026
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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. FMUIX (1.42B). HBLIX pays higher dividends than FMUIX: HBLIX (3.43) vs FMUIX (1.90). FMUIX was incepted earlier than HBLIX: FMUIX (15 years) vs HBLIX (16 years). FMUIX (0.84) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FMUIX (31.00). HBLIX has a lower initial minimum investment than FMUIX: HBLIX (2000) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 9.66 vs. HBLIX (6.32). FMUIX return over 5 years is better than : 27.16 vs. HBLIX (12.28).
| FMUIX | HBLIX | FMUIX / HBLIX | |
| Total Expense Ratio | 0.74 | 0.65 | 114% |
| Annual Report Gross Expense Ratio | 0.84 | 0.65 | 129% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 1.816 | 2.062 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 11.6B | 12% |
| Annual Yield % from dividends | 1.90 | 3.43 | 56% |
| Returns for 1 year | 9.66 | 6.32 | 153% |
| Returns for 3 years | 29.01 | 16.39 | 177% |
| Returns for 5 years | 27.16 | 12.28 | 221% |
| Returns for 10 years | 64.63 | 55.14 | 117% |
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