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FMUIX vs HBLSX
FMUIX vs HBLSX Comparison
Open Charts FMUIX vs HBLSX
Federated Hermes Muni and Stock Adv IS
Price$14.96
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income R4
Price$14.78
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets12.18B
FMUIX vs HBLSX Comparison Chart
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FMUIX vs. HBLSX commentary
Mar 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.2B 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 : 8.51 vs. HBLSX (7.13). FMUIX return over 5 years is better than : 32.09 vs. HBLSX (15.20).
| 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 | 1.833 | 3.647 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 12.2B | 11% |
| Annual Yield % from dividends | 2.57 | 3.25 | 79% |
| Returns for 1 year | 8.51 | 7.13 | 119% |
| Returns for 3 years | 14.40 | 5.16 | 279% |
| Returns for 5 years | 32.09 | 15.20 | 211% |
| Returns for 10 years | 45.78 | 34.73 | 132% |
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