Ad is loading...
FMUIX vs HBLVX
FMUIX vs HBLVX Comparison
Open Charts FMUIX vs HBLVX
Federated Hermes Muni and Stock Adv IS
Price$14.31
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income R6
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
FMUIX vs HBLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMUIX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. FMUIX (1.32B). HBLVX pays higher dividends than FMUIX: HBLVX (3.68) vs FMUIX (2.44). FMUIX was incepted earlier than HBLVX: FMUIX (14 years) vs HBLVX (11 years). FMUIX (0.83) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLVX has a lower initial minimum investment than FMUIX: HBLVX (0) vs FMUIX (1000000). HBLVX annual gain was more profitable for investors over the last year : 3.22 vs. FMUIX (2.47). FMUIX return over 5 years is better than : 32.23 vs. HBLVX (20.07).
| FMUIX | HBLVX | FMUIX / HBLVX | |
| Total Expense Ratio | 0.74 | 0.56 | 132% |
| Annual Report Gross Expense Ratio | 0.83 | 0.56 | 148% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -2.405 | 1.720 | -140% |
| 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 | 3.68 | 66% |
| Returns for 1 year | 2.47 | 3.22 | 77% |
| Returns for 3 years | 16.32 | 10.20 | 160% |
| Returns for 5 years | 32.23 | 20.07 | 161% |
| Returns for 10 years | 41.13 | 36.38 | 113% |