Interact to see
Advertisement
Advertisement
FMUIX vs HBLVX
FMUIX vs HBLVX Comparison
Open Charts FMUIX vs HBLVX
Federated Hermes Muni and Stock Adv IS
Price$14.94
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUIX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUIX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. FMUIX (1.34B). HBLVX pays higher dividends than FMUIX: HBLVX (3.61) vs FMUIX (2.34). 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). HBLVX annual gain was more profitable for investors over the last year : 7.03 vs. FMUIX (5.57). FMUIX return over 5 years is better than : 33.05 vs. HBLVX (20.01).
| 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 | 2.412 | 6.261 | 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 | 3.61 | 65% |
| Returns for 1 year | 5.57 | 7.03 | 79% |
| Returns for 3 years | 23.24 | 17.41 | 133% |
| Returns for 5 years | 33.05 | 20.01 | 165% |
| Returns for 10 years | 50.25 | 45.58 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NLR | 108.51 | 0.89 | +0.83% |
| VanEck Uranium & Nuclear ETF | |||
| ARLU | 28.14 | 0.21 | +0.76% |
| AllianzIM U.S. Equity Buffer15 UncAprETF | |||
| CMU | 3.32 | 0.01 | +0.30% |
| MFS High Yield Municipal Trust | |||
| XIJN | 30.86 | 0.05 | +0.17% |
| FT Vest U.S. Eq Bffr & Prm Inc ETF -June | |||
| EVSM | 50.00 | -0.03 | -0.06% |
| Eaton Vance Short Dur Muncpl Inc ETF | |||