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FMUIX vs HBLSX
FMUIX vs HBLSX Comparison
Open Charts FMUIX vs HBLSX
Federated Hermes Muni and Stock Adv IS
Price$14.56
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income R4
Price$14.62
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
FMUIX vs HBLSX Comparison Chart
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FMUIX vs. HBLSX commentary
Jun 07, 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: 11.7B vs. FMUIX (1.32B). HBLSX pays higher dividends than FMUIX: HBLSX (3.26) vs FMUIX (2.39). FMUIX was incepted earlier than HBLSX: FMUIX (14 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 : 3.66 vs. HBLSX (3.47). FMUIX return over 5 years is better than : 27.33 vs. HBLSX (11.71).
| FMUIX | HBLSX | FMUIX / HBLSX | |
| Total Expense Ratio | 0.74 | 0.96 | 77% |
| Annual Report Gross Expense Ratio | 0.83 | 0.96 | 86% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -0.715 | 3.251 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 11.7B | 11% |
| Annual Yield % from dividends | 2.39 | 3.26 | 73% |
| Returns for 1 year | 3.66 | 3.47 | 106% |
| Returns for 3 years | 14.43 | 7.22 | 200% |
| Returns for 5 years | 27.33 | 11.71 | 233% |
| Returns for 10 years | 45.32 | 35.82 | 127% |
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