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FMUIX vs HBLRX
FMUIX vs HBLRX Comparison
Open Charts FMUIX vs HBLRX
Federated Hermes Muni and Stock Adv IS
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income R3
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
FMUIX vs HBLRX Comparison Chart in %
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FMUIX vs. HBLRX commentary
Aug 18, 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. FMUIX (1.36B). HBLRX pays higher dividends than FMUIX: HBLRX (2.94) vs FMUIX (2.32). FMUIX was incepted earlier than HBLRX: FMUIX (15 years) vs HBLRX (15 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 : 5.96 vs. HBLRX (3.79). FMUIX return over 5 years is better than : 28.71 vs. HBLRX (13.07).
| 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 | 15 years | - |
| Gain YTD | 3.853 | 6.869 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.32 | 2.94 | 79% |
| Returns for 1 year | 5.96 | 3.79 | 157% |
| Returns for 3 years | 19.58 | 9.90 | 198% |
| Returns for 5 years | 28.71 | 13.07 | 220% |
| Returns for 10 years | 50.54 | 37.76 | 134% |
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