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FMUIX vs HBLIX
FMUIX vs HBLIX Comparison
Open Charts FMUIX vs HBLIX
Federated Hermes Muni and Stock Adv IS
Price$14.87
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income I
Price$14.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.77B
FMUIX vs HBLIX Comparison Chart in %
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FMUIX vs. HBLIX commentary
Aug 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 Buy and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FMUIX (1.34B). HBLIX pays higher dividends than FMUIX: HBLIX (3.58) vs FMUIX (2.32). FMUIX was incepted earlier than HBLIX: FMUIX (15 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). FMUIX annual gain was more profitable for investors over the last year : 5.13 vs. HBLIX (3.15). FMUIX return over 5 years is better than : 29.52 vs. HBLIX (15.28).
| 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 | 15 years | - |
| Gain YTD | 2.617 | 5.517 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 11.8B | 11% |
| Annual Yield % from dividends | 2.32 | 3.58 | 65% |
| Returns for 1 year | 5.13 | 3.15 | 163% |
| Returns for 3 years | 19.83 | 12.60 | 157% |
| Returns for 5 years | 29.52 | 15.28 | 193% |
| Returns for 10 years | 48.87 | 42.61 | 115% |
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