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FMUIX vs HBLVX
FMUIX vs HBLVX Comparison
Open Charts FMUIX vs HBLVX
Federated Hermes Muni and Stock Adv IS
Price$14.56
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income R6
Price$14.76
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
FMUIX vs HBLVX Comparison Chart
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FMUIX vs. HBLVX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. FMUIX (1.32B). HBLVX pays higher dividends than FMUIX: HBLVX (3.63) vs FMUIX (2.39). 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 : 4.00 vs. FMUIX (3.66). FMUIX return over 5 years is better than : 27.33 vs. HBLVX (13.92).
| 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 | -0.715 | 3.404 | -21% |
| 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 | 2.39 | 3.63 | 66% |
| Returns for 1 year | 3.66 | 4.00 | 92% |
| Returns for 3 years | 14.43 | 8.62 | 167% |
| Returns for 5 years | 27.33 | 13.92 | 196% |
| Returns for 10 years | 45.32 | 40.57 | 112% |
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