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FMUIX vs HBLYX
FMUIX vs HBLYX Comparison
Open Charts FMUIX vs HBLYX
Federated Hermes Muni and Stock Adv IS
Price$13.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income Y
Price$14.15
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets11.39B
FMUIX vs HBLYX Comparison Chart
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FMUIX vs. HBLYX commentary
Apr 12, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.4B vs. FMUIX (1.29B). HBLYX pays higher dividends than FMUIX: HBLYX (3.53) vs FMUIX (2.38). FMUIX was incepted earlier than HBLYX: FMUIX (14 years) vs HBLYX (19 years). FMUIX (0.83) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FMUIX (23.00). HBLYX has a lower initial minimum investment than FMUIX: HBLYX (250000) vs FMUIX (1000000). HBLYX annual gain was more profitable for investors over the last year : 1.23 vs. FMUIX (0.13). FMUIX return over 5 years is better than : 29.95 vs. HBLYX (16.25).
| FMUIX | HBLYX | FMUIX / HBLYX | |
| Total Expense Ratio | 0.74 | 0.67 | 110% |
| Annual Report Gross Expense Ratio | 0.83 | 0.67 | 124% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -5.424 | -1.460 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 11.4B | 11% |
| Annual Yield % from dividends | 2.38 | 3.53 | 68% |
| Returns for 1 year | 0.13 | 1.23 | 11% |
| Returns for 3 years | 7.26 | 1.97 | 368% |
| Returns for 5 years | 29.95 | 16.25 | 184% |
| Returns for 10 years | 35.31 | 30.62 | 115% |
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