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CAPAX vs HBLRX
CAPAX vs HBLRX Comparison
Open Charts CAPAX vs HBLRX
Federated Hermes Capital Income A
Price$8.81
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income R3
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
CAPAX vs HBLRX Comparison Chart
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CAPAX vs. HBLRX commentary
Jan 19, 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 CAPAX is a Buy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. CAPAX (681M). CAPAX pays higher dividends than HBLRX: CAPAX (3.27) vs HBLRX (2.97). CAPAX was incepted earlier than HBLRX: CAPAX (37 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. CAPAX (54.00). HBLRX has a lower initial minimum investment than CAPAX: HBLRX (0) vs CAPAX (1500). CAPAX annual gain was more profitable for investors over the last year : 12.56 vs. HBLRX (5.60). CAPAX return over 5 years is better than : 28.14 vs. HBLRX (6.54).
| CAPAX | HBLRX | CAPAX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 15 years | - |
| Gain YTD | 1.381 | 1.332 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 681M | 12.1B | 6% |
| Annual Yield % from dividends | 3.27 | 2.97 | 110% |
| Returns for 1 year | 12.56 | 5.60 | 224% |
| Returns for 3 years | 9.95 | -0.72 | -1,382% |
| Returns for 5 years | 28.14 | 6.54 | 430% |
| Returns for 10 years | 51.37 | 29.77 | 173% |
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