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FMUIX vs HBLSX
FMUIX vs HBLSX Comparison
Open Charts FMUIX vs HBLSX
Federated Hermes Muni and Stock Adv IS
Price$13.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income R4
Price$14.02
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets11.39B
FMUIX vs HBLSX Comparison Chart
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FMUIX vs. HBLSX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.4B vs. FMUIX (1.29B). HBLSX pays higher dividends than FMUIX: HBLSX (3.26) vs FMUIX (2.38). 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). HBLSX annual gain was more profitable for investors over the last year : 0.94 vs. FMUIX (0.13). FMUIX return over 5 years is better than : 29.95 vs. HBLSX (14.58).
| 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 | -5.424 | -1.558 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 11.4B | 11% |
| Annual Yield % from dividends | 2.38 | 3.26 | 73% |
| Returns for 1 year | 0.13 | 0.94 | 14% |
| Returns for 3 years | 7.26 | 1.01 | 716% |
| Returns for 5 years | 29.95 | 14.58 | 205% |
| Returns for 10 years | 35.31 | 26.96 | 131% |
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