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FMUIX vs HBLYX
FMUIX vs HBLYX Comparison
Open Charts FMUIX vs HBLYX
Federated Hermes Muni and Stock Adv IS
Price$14.73
Change+$0.04 (+0.27%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.52
Change+$0.09 (+0.62%)
VolumeN/A
CapitalizationN/A
FMUIX vs HBLYX Comparison Chart
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FMUIX vs. HBLYX commentary
Dec 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. FMUIX (1.39B). HBLYX pays higher dividends than FMUIX: HBLYX (3.51) vs FMUIX (2.57). FMUIX was incepted earlier than HBLYX: FMUIX (14 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FMUIX (36.00). HBLYX has a lower initial minimum investment than FMUIX: HBLYX (250000) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 9.29 vs. HBLYX (3.66). FMUIX return over 5 years is better than : 26.10 vs. HBLYX (9.42).
| FMUIX | HBLYX | FMUIX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 8.821 | 2.749 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 12B | 12% |
| Annual Yield % from dividends | 2.57 | 3.51 | 73% |
| Returns for 1 year | 9.29 | 3.66 | 254% |
| Returns for 3 years | 8.37 | -0.26 | -3,256% |
| Returns for 5 years | 26.10 | 9.42 | 277% |
| Returns for 10 years | 43.99 | 34.44 | 128% |
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