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FMUIX vs HBLSX
FMUIX vs HBLSX Comparison
Open Charts FMUIX vs HBLSX
Federated Hermes Muni and Stock Adv IS
Price$14.73
Change+$0.04 (+0.27%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.37
Change+$0.08 (+0.56%)
VolumeN/A
CapitalizationN/A
FMUIX vs HBLSX Comparison Chart
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FMUIX vs. HBLSX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. FMUIX (1.39B). 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 : 9.29 vs. HBLSX (3.25). FMUIX return over 5 years is better than : 26.10 vs. HBLSX (7.79).
| 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 | 8.821 | 2.409 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 12B | 12% |
| Annual Yield % from dividends | 2.57 | 3.25 | 79% |
| Returns for 1 year | 9.29 | 3.25 | 286% |
| Returns for 3 years | 8.37 | -1.27 | -659% |
| Returns for 5 years | 26.10 | 7.79 | 335% |
| Returns for 10 years | 43.99 | 30.68 | 143% |
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