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CAPAX vs HBLAX
CAPAX vs HBLAX Comparison
Open Charts CAPAX vs HBLAX
Federated Hermes Capital Income A
Price$8.70
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
CAPAX vs HBLAX Comparison Chart
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CAPAX vs. HBLAX commentary
Dec 19, 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 CAPAX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CAPAX (686M). HBLAX (3.35) and CAPAX (3.27) have matching dividends . CAPAX was incepted earlier than HBLAX: CAPAX (37 years) vs HBLAX (18 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. CAPAX (54.00). CAPAX has a lower initial minimum investment than HBLAX: CAPAX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPAX: HBLAX (2000) vs CAPAX (250). CAPAX annual gain was more profitable for investors over the last year : 12.51 vs. HBLAX (8.79). CAPAX return over 5 years is better than : 30.27 vs. HBLAX (13.84).
| CAPAX | HBLAX | CAPAX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 18 years | - |
| Gain YTD | 11.593 | 7.649 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.27 | 3.35 | 98% |
| Returns for 1 year | 12.51 | 8.79 | 142% |
| Returns for 3 years | 9.71 | 3.77 | 258% |
| Returns for 5 years | 30.27 | 13.84 | 219% |
| Returns for 10 years | 50.48 | 38.11 | 132% |
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