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FMUIX vs HBLSX
FMUIX vs HBLSX Comparison
Open Charts FMUIX vs HBLSX
Federated Hermes Muni and Stock Adv IS
Price$15.64
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income R4
Price$15.13
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.89B
FMUIX vs HBLSX Comparison Chart in %
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FMUIX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FMUIX (1.39B). HBLSX pays higher dividends than FMUIX: HBLSX (3.18) vs FMUIX (2.21). FMUIX was incepted earlier than HBLSX: FMUIX (15 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than FMUIX (0.83). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLSX has a lower initial minimum investment than FMUIX: HBLSX (0) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 7.58 vs. HBLSX (3.31). FMUIX return over 5 years is better than : 32.19 vs. HBLSX (16.30).
| FMUIX | HBLSX | FMUIX / HBLSX | |
| Total Expense Ratio | 0.74 | 0.96 | 77% |
| Annual Report Gross Expense Ratio | 0.83 | 0.96 | 86% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 7.685 | 9.172 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 11.9B | 12% |
| Annual Yield % from dividends | 2.21 | 3.18 | 70% |
| Returns for 1 year | 7.58 | 3.31 | 229% |
| Returns for 3 years | 34.98 | 25.50 | 137% |
| Returns for 5 years | 32.19 | 16.30 | 198% |
| Returns for 10 years | 57.23 | 45.96 | 125% |
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