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FMUIX vs HBLTX
FMUIX vs HBLTX Comparison
Open Charts FMUIX vs HBLTX
Federated Hermes Muni and Stock Adv IS
Price$14.31
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income R5
Price$14.38
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
FMUIX vs HBLTX Comparison Chart
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FMUIX vs. HBLTX commentary
May 09, 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: 11.7B vs. FMUIX (1.32B). HBLTX pays higher dividends than FMUIX: HBLTX (3.60) vs FMUIX (2.44). FMUIX was incepted earlier than HBLTX: FMUIX (14 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 : 3.07 vs. FMUIX (2.47). FMUIX return over 5 years is better than : 32.23 vs. HBLTX (19.40).
| FMUIX | HBLTX | FMUIX / HBLTX | |
| Total Expense Ratio | 0.74 | 0.66 | 112% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -2.405 | 1.706 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 11.7B | 11% |
| Annual Yield % from dividends | 2.44 | 3.60 | 68% |
| Returns for 1 year | 2.47 | 3.07 | 80% |
| Returns for 3 years | 16.32 | 9.87 | 165% |
| Returns for 5 years | 32.23 | 19.40 | 166% |
| Returns for 10 years | 41.13 | 35.05 | 117% |
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