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FMUIX vs HBLSX
FMUIX vs HBLSX Comparison
Open Charts FMUIX vs HBLSX
Federated Hermes Muni and Stock Adv IS
Price$15.17
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income R4
Price$15.07
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.93B
FMUIX vs HBLSX Comparison Chart in %
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FMUIX vs. HBLSX commentary
Sep 04, 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FMUIX (1.36B). HBLSX pays higher dividends than FMUIX: HBLSX (3.17) vs FMUIX (2.27). 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 : 5.65 vs. HBLSX (2.81). FMUIX return over 5 years is better than : 28.66 vs. HBLSX (15.18).
| 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 | 4.009 | 7.379 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.27 | 3.17 | 72% |
| Returns for 1 year | 5.65 | 2.81 | 201% |
| Returns for 3 years | 25.09 | 16.80 | 149% |
| Returns for 5 years | 28.66 | 15.18 | 189% |
| Returns for 10 years | 56.61 | 47.25 | 120% |
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