Ad is loading...
FMUIX vs HBLTX
FMUIX vs HBLTX Comparison
Open Charts FMUIX vs HBLTX
Federated Hermes Muni and Stock Adv IS
Price$14.86
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FMUIX vs HBLTX Comparison Chart
Loading...
FMUIX vs. HBLTX commentary
Sep 21, 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 Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.8B vs. FMUIX (1.41B). HBLTX pays higher dividends than FMUIX: HBLTX (3.54) vs FMUIX (2.57). FMUIX was incepted earlier than HBLTX: FMUIX (14 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. FMUIX (36.00). HBLTX has a lower initial minimum investment than FMUIX: HBLTX (0) vs FMUIX (1000000). FMUIX (16.99) and HBLTX (16.83) have marching annual gain over last year. FMUIX return over 5 years is better than : 30.40 vs. HBLTX (18.94).
| FMUIX | HBLTX | FMUIX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.859 | 9.047 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 12.8B | 11% |
| Annual Yield % from dividends | 2.57 | 3.54 | 73% |
| Returns for 1 year | 16.99 | 16.83 | 101% |
| Returns for 3 years | 8.16 | 2.18 | 374% |
| Returns for 5 years | 30.40 | 18.94 | 161% |
| Returns for 10 years | 43.48 | 42.45 | 102% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDN | 210.01 | 0.73 | +0.35% |
| First Trust Dow Jones Internet ETF | |||
| XJUN | 37.92 | N/A | -0.01% |
| FT Cboe Vest US Eq Enh&Mod Bffr ETF June | |||
| STXV | 30.19 | -0.08 | -0.27% |
| Strive 1000 Value ETF | |||
| BITC | 46.41 | -0.34 | -0.73% |
| Bitwise Bitcoin Strategy Optm Roll ETF | |||
| PSC | 51.63 | -0.68 | -1.30% |
| Principal US Small Cap ETF | |||