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FMUIX vs HBLVX
FMUIX vs HBLVX Comparison
Open Charts FMUIX vs HBLVX
Federated Hermes Muni and Stock Adv IS
Price$14.95
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets1.35B
Hartford Balanced Income R6
Price$15.01
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets11.9B
FMUIX vs HBLVX Comparison Chart in %
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FMUIX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. FMUIX (1.35B). HBLVX pays higher dividends than FMUIX: HBLVX (3.61) vs FMUIX (2.34). FMUIX was incepted earlier than HBLVX: FMUIX (15 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 : 5.94 vs. FMUIX (4.63). FMUIX return over 5 years is better than : 31.74 vs. HBLVX (19.37).
| FMUIX | HBLVX | FMUIX / HBLVX | |
| Total Expense Ratio | 0.74 | 0.56 | 132% |
| Annual Report Gross Expense Ratio | 0.83 | 0.56 | 148% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 2.207 | 5.907 | 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 | 3.61 | 65% |
| Returns for 1 year | 4.63 | 5.94 | 78% |
| Returns for 3 years | 22.62 | 17.35 | 130% |
| Returns for 5 years | 31.74 | 19.37 | 164% |
| Returns for 10 years | 48.73 | 44.78 | 109% |