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CAPAX vs HBLFX
CAPAX vs HBLFX Comparison
Open Charts CAPAX vs HBLFX
Federated Hermes Capital Income A
Price$8.80
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.33
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
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CAPAX vs HBLFX Comparison Chart
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CAPAX vs. HBLFX commentary
Sep 21, 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 StrongBuy and HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.8B vs. CAPAX (701M). HBLFX pays higher dividends than CAPAX: HBLFX (3.67) vs CAPAX (3.27). CAPAX was incepted earlier than HBLFX: CAPAX (36 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. CAPAX (54.00). CAPAX has a lower initial minimum investment than HBLFX: CAPAX (1500) vs HBLFX (1000000). CAPAX annual gain was more profitable for investors over the last year : 19.33 vs. HBLFX (16.98). CAPAX return over 5 years is better than : 33.01 vs. HBLFX (19.44).
| CAPAX | HBLFX | CAPAX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 8 years | - |
| Gain YTD | 10.475 | 9.161 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 701M | 12.8B | 5% |
| Annual Yield % from dividends | 3.27 | 3.67 | 89% |
| Returns for 1 year | 19.33 | 16.98 | 114% |
| Returns for 3 years | 9.94 | 2.52 | 394% |
| Returns for 5 years | 33.01 | 19.44 | 170% |
| Returns for 10 years | 45.57 | N/A | - |
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