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FMUIX vs HBLYX
FMUIX vs HBLYX Comparison
Open Charts FMUIX vs HBLYX
Federated Hermes Muni and Stock Adv IS
Price$15.32
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets1.37B
Hartford Balanced Income Y
Price$15.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FMUIX vs HBLYX Comparison Chart in %
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FMUIX vs. HBLYX commentary
Sep 10, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. FMUIX (1.37B). HBLYX pays higher dividends than FMUIX: HBLYX (3.43) vs FMUIX (2.27). FMUIX was incepted earlier than HBLYX: FMUIX (15 years) vs HBLYX (19 years). FMUIX (0.83) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLYX has a lower initial minimum investment than FMUIX: HBLYX (250000) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 7.36 vs. HBLYX (4.25). FMUIX return over 5 years is better than : 30.05 vs. HBLYX (17.97).
| FMUIX | HBLYX | FMUIX / HBLYX | |
| Total Expense Ratio | 0.74 | 0.67 | 110% |
| Annual Report Gross Expense Ratio | 0.83 | 0.67 | 124% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 4.971 | 8.401 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 12B | 11% |
| Annual Yield % from dividends | 2.27 | 3.43 | 66% |
| Returns for 1 year | 7.36 | 4.25 | 173% |
| Returns for 3 years | 24.82 | 17.05 | 146% |
| Returns for 5 years | 30.05 | 17.97 | 167% |
| Returns for 10 years | 57.00 | 51.41 | 111% |
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