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FMUIX vs HBLIX
FMUIX vs HBLIX Comparison
Open Charts FMUIX vs HBLIX
Federated Hermes Muni and Stock Adv IS
Price$13.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income I
Price$13.94
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets11.39B
FMUIX vs HBLIX Comparison Chart
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FMUIX vs. HBLIX commentary
Apr 12, 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.4B vs. FMUIX (1.29B). HBLIX pays higher dividends than FMUIX: HBLIX (3.60) vs FMUIX (2.38). FMUIX was incepted earlier than HBLIX: FMUIX (14 years) vs HBLIX (15 years). FMUIX (0.83) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLIX has a lower initial minimum investment than FMUIX: HBLIX (2000) vs FMUIX (1000000). HBLIX annual gain was more profitable for investors over the last year : 1.28 vs. FMUIX (0.13). FMUIX return over 5 years is better than : 29.95 vs. HBLIX (16.24).
| FMUIX | HBLIX | FMUIX / HBLIX | |
| Total Expense Ratio | 0.74 | 0.65 | 114% |
| Annual Report Gross Expense Ratio | 0.83 | 0.65 | 128% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -5.424 | -1.479 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 11.4B | 11% |
| Annual Yield % from dividends | 2.38 | 3.60 | 66% |
| Returns for 1 year | 0.13 | 1.28 | 11% |
| Returns for 3 years | 7.26 | 1.96 | 370% |
| Returns for 5 years | 29.95 | 16.24 | 184% |
| Returns for 10 years | 35.31 | 30.19 | 117% |
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