Interact to see
Advertisement
Advertisement
FMUIX vs HBLYX
FMUIX vs HBLYX Comparison
Open Charts FMUIX vs HBLYX
Federated Hermes Muni and Stock Adv IS
Price$15.17
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.36B
Hartford Balanced Income Y
Price$15.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.93B
FMUIX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMUIX vs. HBLYX commentary
Sep 04, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. FMUIX (1.36B). HBLYX pays higher dividends than FMUIX: HBLYX (3.43) vs FMUIX (2.27). FMUIX was incepted earlier than HBLYX: FMUIX (15 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). FMUIX annual gain was more profitable for investors over the last year : 5.65 vs. HBLYX (3.16). FMUIX return over 5 years is better than : 28.66 vs. HBLYX (16.96).
| FMUIX | HBLYX | FMUIX / HBLYX | |
| Total Expense Ratio | 0.74 | 0.67 | 110% |
| Annual Report Gross Expense Ratio | 0.83 | 0.67 | 124% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 4.009 | 7.623 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 11.9B | 11% |
| Annual Yield % from dividends | 2.27 | 3.43 | 66% |
| Returns for 1 year | 5.65 | 3.16 | 179% |
| Returns for 3 years | 25.09 | 17.91 | 140% |
| Returns for 5 years | 28.66 | 16.96 | 169% |
| Returns for 10 years | 56.61 | 51.48 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement