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FMUIX vs HBLFX
FMUIX vs HBLFX Comparison
Open Charts FMUIX vs HBLFX
Federated Hermes Muni and Stock Adv IS
Price$15.64
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income F
Price$15.04
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.89B
FMUIX vs HBLFX Comparison Chart in %
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FMUIX vs. HBLFX commentary
Oct 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 Hold and HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. FMUIX (1.39B). HBLFX pays higher dividends than FMUIX: HBLFX (3.59) vs FMUIX (2.21). FMUIX was incepted earlier than HBLFX: FMUIX (15 years) vs HBLFX (9 years). FMUIX (0.83) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). FMUIX (1000000) and HBLFX (1000000) have matching initial minimum investment requirements. FMUIX annual gain was more profitable for investors over the last year : 7.58 vs. HBLFX (3.69). FMUIX return over 5 years is better than : 32.19 vs. HBLFX (18.49).
| FMUIX | HBLFX | FMUIX / HBLFX | |
| Total Expense Ratio | 0.74 | 0.56 | 132% |
| Annual Report Gross Expense Ratio | 0.83 | 0.56 | 148% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 7.685 | 9.491 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 11.9B | 12% |
| Annual Yield % from dividends | 2.21 | 3.59 | 62% |
| Returns for 1 year | 7.58 | 3.69 | 205% |
| Returns for 3 years | 34.98 | 26.93 | 130% |
| Returns for 5 years | 32.19 | 18.49 | 174% |
| Returns for 10 years | 57.23 | N/A | - |
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