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FMUIX vs HBLIX
FMUIX vs HBLIX Comparison
Open Charts FMUIX vs HBLIX
Federated Hermes Muni and Stock Adv IS
Price$15.32
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income I
Price$15.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
FMUIX vs HBLIX Comparison Chart in %
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FMUIX vs. HBLIX 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. FMUIX (1.37B). HBLIX pays higher dividends than FMUIX: HBLIX (3.50) vs FMUIX (2.27). FMUIX was incepted earlier than HBLIX: FMUIX (15 years) vs HBLIX (16 years). FMUIX (0.83) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). 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 : 7.36 vs. HBLIX (4.20). FMUIX return over 5 years is better than : 30.05 vs. HBLIX (17.94).
| FMUIX | HBLIX | FMUIX / HBLIX | |
| Total Expense Ratio | 0.74 | 0.65 | 114% |
| Annual Report Gross Expense Ratio | 0.83 | 0.65 | 128% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 4.971 | 8.391 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 12B | 11% |
| Annual Yield % from dividends | 2.27 | 3.50 | 65% |
| Returns for 1 year | 7.36 | 4.20 | 175% |
| Returns for 3 years | 24.82 | 17.11 | 145% |
| Returns for 5 years | 30.05 | 17.94 | 168% |
| Returns for 10 years | 57.00 | 51.01 | 112% |
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