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FMUIX vs HBLFX
FMUIX vs HBLFX Comparison
Open Charts FMUIX vs HBLFX
Federated Hermes Muni and Stock Adv IS
Price$14.86
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.33
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
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FMUIX vs HBLFX Comparison Chart
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FMUIX vs. HBLFX commentary
Sep 21, 2024
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 HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.8B vs. FMUIX (1.41B). HBLFX pays higher dividends than FMUIX: HBLFX (3.67) vs FMUIX (2.57). FMUIX was incepted earlier than HBLFX: FMUIX (14 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. FMUIX (36.00). FMUIX (1000000) and HBLFX (1000000) have matching initial minimum investment requirements. FMUIX (16.99) and HBLFX (16.98) have marching annual gain over last year. FMUIX return over 5 years is better than : 30.40 vs. HBLFX (19.44).
| FMUIX | HBLFX | FMUIX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 8.859 | 9.161 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 12.8B | 11% |
| Annual Yield % from dividends | 2.57 | 3.67 | 70% |
| Returns for 1 year | 16.99 | 16.98 | 100% |
| Returns for 3 years | 8.16 | 2.52 | 323% |
| Returns for 5 years | 30.40 | 19.44 | 156% |
| Returns for 10 years | 43.48 | N/A | - |
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