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FMUIX vs HBLIX
FMUIX vs HBLIX Comparison
Open Charts FMUIX vs HBLIX
Federated Hermes Muni and Stock Adv IS
Price$14.96
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income I
Price$14.70
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets12.18B
FMUIX vs HBLIX Comparison Chart
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FMUIX vs. HBLIX commentary
Mar 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.2B vs. FMUIX (1.39B). 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 : 8.51 vs. HBLIX (7.44). FMUIX return over 5 years is better than : 32.09 vs. HBLIX (16.74).
| 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 | 1.833 | 3.667 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 12.2B | 11% |
| Annual Yield % from dividends | 2.57 | 3.59 | 72% |
| Returns for 1 year | 8.51 | 7.44 | 114% |
| Returns for 3 years | 14.40 | 6.17 | 233% |
| Returns for 5 years | 32.09 | 16.74 | 192% |
| Returns for 10 years | 45.78 | 38.00 | 120% |
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