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FMUIX vs HBLSX
FMUIX vs HBLSX Comparison
Open Charts FMUIX vs HBLSX
Federated Hermes Muni and Stock Adv IS
Price$14.94
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R4
Price$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUIX vs HBLSX Comparison Chart in %
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FMUIX vs. HBLSX commentary
Jul 07, 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. FMUIX (1.34B). HBLSX pays higher dividends than FMUIX: HBLSX (3.24) vs FMUIX (2.34). FMUIX was incepted earlier than HBLSX: FMUIX (15 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than FMUIX (0.83). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLSX has a lower initial minimum investment than FMUIX: HBLSX (0) vs FMUIX (1000000). HBLSX annual gain was more profitable for investors over the last year : 6.57 vs. FMUIX (5.57). FMUIX return over 5 years is better than : 33.05 vs. HBLSX (17.66).
| FMUIX | HBLSX | FMUIX / HBLSX | |
| Total Expense Ratio | 0.74 | 0.96 | 77% |
| Annual Report Gross Expense Ratio | 0.83 | 0.96 | 86% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 2.412 | 6.096 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 12B | 11% |
| Annual Yield % from dividends | 2.34 | 3.24 | 72% |
| Returns for 1 year | 5.57 | 6.57 | 85% |
| Returns for 3 years | 23.24 | 15.97 | 146% |
| Returns for 5 years | 33.05 | 17.66 | 187% |
| Returns for 10 years | 50.25 | 40.59 | 124% |