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FMUIX vs HBLVX
FMUIX vs HBLVX Comparison
Open Charts FMUIX vs HBLVX
Federated Hermes Muni and Stock Adv IS
Price$14.86
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.54
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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FMUIX vs HBLVX Comparison Chart
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FMUIX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.8B vs. FMUIX (1.41B). HBLVX pays higher dividends than FMUIX: HBLVX (3.62) vs FMUIX (2.57). FMUIX was incepted earlier than HBLVX: FMUIX (14 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. FMUIX (36.00). HBLVX has a lower initial minimum investment than FMUIX: HBLVX (0) vs FMUIX (1000000). HBLVX (17.06) and FMUIX (16.99) have marching annual gain over last year. FMUIX return over 5 years is better than : 30.40 vs. HBLVX (19.56).
| FMUIX | HBLVX | FMUIX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 8.859 | 9.179 | 97% |
| 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 | 3.62 | 71% |
| Returns for 1 year | 16.99 | 17.06 | 100% |
| Returns for 3 years | 8.16 | 2.61 | 312% |
| Returns for 5 years | 30.40 | 19.56 | 155% |
| Returns for 10 years | 43.48 | N/A | - |