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FMUIX vs HBLVX
FMUIX vs HBLVX Comparison
Open Charts FMUIX vs HBLVX
Federated Hermes Muni and Stock Adv IS
Price$15.79
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.4B
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
FMUIX vs HBLVX Comparison Chart in %
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FMUIX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. FMUIX (1.4B). HBLVX pays higher dividends than FMUIX: HBLVX (3.48) vs FMUIX (2.11). FMUIX was incepted earlier than HBLVX: FMUIX (15 years) vs HBLVX (11 years). FMUIX (0.83) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLVX has a lower initial minimum investment than FMUIX: HBLVX (0) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 7.20 vs. HBLVX (3.03). FMUIX return over 5 years is better than : 28.71 vs. HBLVX (14.48).
| FMUIX | HBLVX | FMUIX / HBLVX | |
| Total Expense Ratio | 0.74 | 0.56 | 132% |
| Annual Report Gross Expense Ratio | 0.83 | 0.56 | 148% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 9.568 | 10.205 | 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 | 3.48 | 61% |
| Returns for 1 year | 7.20 | 3.03 | 237% |
| Returns for 3 years | 28.62 | 16.01 | 179% |
| Returns for 5 years | 28.71 | 14.48 | 198% |
| Returns for 10 years | 58.82 | 49.92 | 118% |
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