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FMUIX vs HBLRX
FMUIX vs HBLRX Comparison
Open Charts FMUIX vs HBLRX
Federated Hermes Muni and Stock Adv IS
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FMUIX vs HBLRX Comparison Chart in %
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FMUIX vs. HBLRX commentary
Dec 27, 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 StrongBuy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FMUIX (1.41B). HBLRX pays higher dividends than FMUIX: HBLRX (2.85) vs FMUIX (2.11). FMUIX was incepted earlier than HBLRX: FMUIX (15 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than FMUIX (0.83). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLRX has a lower initial minimum investment than FMUIX: HBLRX (0) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 8.83 vs. HBLRX (5.98). FMUIX return over 5 years is better than : 27.94 vs. HBLRX (7.97).
| FMUIX | HBLRX | FMUIX / HBLRX | |
| Total Expense Ratio | 0.74 | 1.28 | 58% |
| Annual Report Gross Expense Ratio | 0.83 | 1.28 | 65% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 9.568 | 6.346 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 11.7B | 12% |
| Annual Yield % from dividends | 2.11 | 2.85 | 74% |
| Returns for 1 year | 8.83 | 5.98 | 148% |
| Returns for 3 years | 31.04 | 16.48 | 188% |
| Returns for 5 years | 27.94 | 7.97 | 350% |
| Returns for 10 years | 58.86 | 40.60 | 145% |
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