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FMUIX vs HBLIX
FMUIX vs HBLIX Comparison
Open Charts FMUIX vs HBLIX
Federated Hermes Muni and Stock Adv IS
Price$15.05
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income I
Price$14.55
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
FMUIX vs HBLIX Comparison Chart
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FMUIX vs. HBLIX commentary
Jan 31, 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 StrongBuy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. FMUIX (1.41B). HBLIX pays higher dividends than FMUIX: HBLIX (3.59) vs FMUIX (2.57). FMUIX was incepted earlier than HBLIX: FMUIX (14 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FMUIX (36.00). HBLIX has a lower initial minimum investment than FMUIX: HBLIX (2000) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 10.38 vs. HBLIX (6.28). FMUIX return over 5 years is better than : 27.68 vs. HBLIX (10.94).
| FMUIX | HBLIX | FMUIX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 1.779 | 2.186 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 12.1B | 12% |
| Annual Yield % from dividends | 2.57 | 3.59 | 72% |
| Returns for 1 year | 10.38 | 6.28 | 165% |
| Returns for 3 years | 12.19 | 2.19 | 556% |
| Returns for 5 years | 27.68 | 10.94 | 253% |
| Returns for 10 years | 46.35 | 37.34 | 124% |
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