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FMUIX vs HBLTX
FMUIX vs HBLTX Comparison
Open Charts FMUIX vs HBLTX
Federated Hermes Muni and Stock Adv IS
Price$14.94
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUIX vs HBLTX Comparison Chart in %
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FMUIX vs. HBLTX 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. FMUIX (1.34B). HBLTX pays higher dividends than FMUIX: HBLTX (3.54) vs FMUIX (2.34). FMUIX was incepted earlier than HBLTX: FMUIX (15 years) vs HBLTX (15 years). FMUIX (0.83) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLTX has a lower initial minimum investment than FMUIX: HBLTX (0) vs FMUIX (1000000). HBLTX annual gain was more profitable for investors over the last year : 6.97 vs. FMUIX (5.57). FMUIX return over 5 years is better than : 33.05 vs. HBLTX (19.41).
| FMUIX | HBLTX | FMUIX / HBLTX | |
| Total Expense Ratio | 0.74 | 0.66 | 112% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 2.412 | 6.253 | 39% |
| 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 | 3.54 | 66% |
| Returns for 1 year | 5.57 | 6.97 | 80% |
| Returns for 3 years | 23.24 | 17.02 | 137% |
| Returns for 5 years | 33.05 | 19.41 | 170% |
| Returns for 10 years | 50.25 | 44.20 | 114% |
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