Interact to see
Advertisement
Advertisement
FMUIX vs HBLSX
FMUIX vs HBLSX Comparison
Open Charts FMUIX vs HBLSX
Federated Hermes Muni and Stock Adv IS
Price$14.95
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets1.35B
Hartford Balanced Income R4
Price$14.87
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
FMUIX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUIX vs. HBLSX commentary
Jul 11, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FMUIX (1.35B). HBLSX pays higher dividends than FMUIX: HBLSX (3.24) vs FMUIX (2.34). 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). HBLSX annual gain was more profitable for investors over the last year : 5.48 vs. FMUIX (4.63). FMUIX return over 5 years is better than : 31.74 vs. HBLSX (17.02).
| 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 | 2.207 | 5.739 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 11.9B | 11% |
| Annual Yield % from dividends | 2.34 | 3.24 | 72% |
| Returns for 1 year | 4.63 | 5.48 | 84% |
| Returns for 3 years | 22.62 | 15.91 | 142% |
| Returns for 5 years | 31.74 | 17.02 | 187% |
| Returns for 10 years | 48.73 | 39.81 | 122% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers