Interact to see
Advertisement
Advertisement
FMUIX vs HBLTX
FMUIX vs HBLTX Comparison
Open Charts FMUIX vs HBLTX
Federated Hermes Muni and Stock Adv IS
Price$14.95
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets1.35B
Hartford Balanced Income R5
Price$14.89
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
FMUIX vs HBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUIX vs. HBLTX 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. FMUIX (1.35B). HBLTX pays higher dividends than FMUIX: HBLTX (3.54) vs FMUIX (2.34). FMUIX was incepted earlier than HBLTX: FMUIX (15 years) vs HBLTX (15 years). FMUIX (0.83) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLTX has a lower initial minimum investment than FMUIX: HBLTX (0) vs FMUIX (1000000). HBLTX annual gain was more profitable for investors over the last year : 5.81 vs. FMUIX (4.63). FMUIX return over 5 years is better than : 31.74 vs. HBLTX (18.68).
| FMUIX | HBLTX | FMUIX / HBLTX | |
| Total Expense Ratio | 0.74 | 0.66 | 112% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 2.207 | 5.897 | 37% |
| 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 | 3.54 | 66% |
| Returns for 1 year | 4.63 | 5.81 | 80% |
| Returns for 3 years | 22.62 | 16.96 | 133% |
| Returns for 5 years | 31.74 | 18.68 | 170% |
| Returns for 10 years | 48.73 | 43.40 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MSLC | 51.65 | 0.39 | +0.76% |
| Morgan Stanley Pathway Large Cap Eq ETF | |||
| GGZ | 13.57 | 0.07 | +0.52% |
| Gabelli Global Small and Mid Cap Value Trust (The) | |||
| NMAI | 12.64 | 0.02 | +0.16% |
| Nuveen Multi-Asset Income Fund | |||
| SFYX | 15.26 | 0.02 | +0.13% |
| SoFi Next 500 ETF | |||
| IBDR | 24.16 | N/A | N/A |
| iShares iBonds Dec 2026 Term Corp ETF | |||