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FMUIX vs HBLRX
FMUIX vs HBLRX Comparison
Open Charts FMUIX vs HBLRX
Federated Hermes Muni and Stock Adv IS
Price$15.61
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.38B
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FMUIX vs HBLRX Comparison Chart in %
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FMUIX vs. HBLRX commentary
Oct 19, 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 Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FMUIX (1.38B). HBLRX pays higher dividends than FMUIX: HBLRX (2.89) vs FMUIX (2.21). 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 : 6.31 vs. HBLRX (1.78). FMUIX return over 5 years is better than : 31.59 vs. HBLRX (13.81).
| 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 | 7.203 | 8.426 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 11.8B | 12% |
| Annual Yield % from dividends | 2.21 | 2.89 | 77% |
| Returns for 1 year | 6.31 | 1.78 | 355% |
| Returns for 3 years | 32.88 | 22.80 | 144% |
| Returns for 5 years | 31.59 | 13.81 | 229% |
| Returns for 10 years | 56.40 | 40.84 | 138% |
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