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FMUIX vs HBLSX
FMUIX vs HBLSX Comparison
Open Charts FMUIX vs HBLSX
Federated Hermes Muni and Stock Adv IS
Price$15.05
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets1.41B
Hartford Balanced Income R4
Price$14.63
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
FMUIX vs HBLSX Comparison Chart
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FMUIX vs. HBLSX commentary
Jan 31, 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 StrongBuy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. FMUIX (1.41B). HBLSX pays higher dividends than FMUIX: HBLSX (3.25) vs FMUIX (2.57). FMUIX was incepted earlier than HBLSX: FMUIX (14 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FMUIX (36.00). 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 : 10.38 vs. HBLSX (5.91). FMUIX return over 5 years is better than : 27.68 vs. HBLSX (9.42).
| FMUIX | HBLSX | FMUIX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 1.779 | 2.174 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 12.1B | 12% |
| Annual Yield % from dividends | 2.57 | 3.25 | 79% |
| Returns for 1 year | 10.38 | 5.91 | 176% |
| Returns for 3 years | 12.19 | 1.24 | 981% |
| Returns for 5 years | 27.68 | 9.42 | 294% |
| Returns for 10 years | 46.35 | 33.99 | 136% |
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