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FMUIX vs HBLTX
FMUIX vs HBLTX Comparison
Open Charts FMUIX vs HBLTX
Federated Hermes Muni and Stock Adv IS
Price$15.79
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.4B
Hartford Balanced Income R5
Price$15.40
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
FMUIX vs HBLTX Comparison Chart in %
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FMUIX vs. HBLTX commentary
Dec 04, 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 HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. FMUIX (1.4B). HBLTX pays higher dividends than FMUIX: HBLTX (3.41) vs FMUIX (2.11). FMUIX was incepted earlier than HBLTX: FMUIX (15 years) vs HBLTX (16 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). FMUIX annual gain was more profitable for investors over the last year : 7.20 vs. HBLTX (2.95). FMUIX return over 5 years is better than : 28.71 vs. HBLTX (13.86).
| 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 | 16 years | - |
| Gain YTD | 9.568 | 10.126 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 11.8B | 12% |
| Annual Yield % from dividends | 2.11 | 3.41 | 62% |
| Returns for 1 year | 7.20 | 2.95 | 244% |
| Returns for 3 years | 28.62 | 15.63 | 183% |
| Returns for 5 years | 28.71 | 13.86 | 207% |
| Returns for 10 years | 58.82 | 48.40 | 122% |
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