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FMUIX vs HBLVX
FMUIX vs HBLVX Comparison
Open Charts FMUIX vs HBLVX
Federated Hermes Muni and Stock Adv IS
Price$14.98
Change+$0.04 (+0.27%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.40
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
FMUIX vs HBLVX Comparison Chart
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FMUIX vs. HBLVX commentary
Nov 23, 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 StrongBuy and HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.5B 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 (15.63) and FMUIX (15.13) have marching annual gain over last year. FMUIX return over 5 years is better than : 29.84 vs. HBLVX (17.95).
| 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 | 10.197 | 9.139 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 12.5B | 11% |
| Annual Yield % from dividends | 2.57 | 3.62 | 71% |
| Returns for 1 year | 15.13 | 15.63 | 97% |
| Returns for 3 years | 6.38 | 1.24 | 513% |
| Returns for 5 years | 29.84 | 17.95 | 166% |
| Returns for 10 years | 44.68 | 41.29 | 108% |
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