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FMUIX vs HBLIX
FMUIX vs HBLIX Comparison
Open Charts FMUIX vs HBLIX
Federated Hermes Muni and Stock Adv IS
Price$14.73
Change+$0.04 (+0.27%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$14.30
Change+$0.08 (+0.56%)
VolumeN/A
CapitalizationN/A
FMUIX vs HBLIX Comparison Chart
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FMUIX vs. HBLIX commentary
Dec 23, 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 StrongBuy and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B 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 : 9.29 vs. HBLIX (3.60). FMUIX return over 5 years is better than : 26.10 vs. HBLIX (9.34).
| 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 | 8.821 | 2.740 | 322% |
| 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 | 12B | 12% |
| Annual Yield % from dividends | 2.57 | 3.59 | 72% |
| Returns for 1 year | 9.29 | 3.60 | 258% |
| Returns for 3 years | 8.37 | -0.29 | -2,867% |
| Returns for 5 years | 26.10 | 9.34 | 279% |
| Returns for 10 years | 43.99 | 33.90 | 130% |
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