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FMUIX vs HBLIX
FMUIX vs HBLIX Comparison
Open Charts FMUIX vs HBLIX
Federated Hermes Muni and Stock Adv IS
Price$15.64
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income I
Price$15.03
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.89B
FMUIX vs HBLIX Comparison Chart in %
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FMUIX vs. HBLIX 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FMUIX (1.39B). HBLIX pays higher dividends than FMUIX: HBLIX (3.51) vs FMUIX (2.21). FMUIX was incepted earlier than HBLIX: FMUIX (15 years) vs HBLIX (16 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). FMUIX annual gain was more profitable for investors over the last year : 7.58 vs. HBLIX (3.59). FMUIX return over 5 years is better than : 32.19 vs. HBLIX (18.02).
| FMUIX | HBLIX | FMUIX / HBLIX | |
| Total Expense Ratio | 0.74 | 0.65 | 114% |
| Annual Report Gross Expense Ratio | 0.83 | 0.65 | 128% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 7.685 | 9.344 | 82% |
| 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 | 11.9B | 12% |
| Annual Yield % from dividends | 2.21 | 3.51 | 63% |
| Returns for 1 year | 7.58 | 3.59 | 211% |
| Returns for 3 years | 34.98 | 26.63 | 131% |
| Returns for 5 years | 32.19 | 18.02 | 179% |
| Returns for 10 years | 57.23 | 49.74 | 115% |
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