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CAPAX vs HBLRX
CAPAX vs HBLRX Comparison
Open Charts CAPAX vs HBLRX
Federated Hermes Capital Income A
Price$8.63
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income R3
Price$14.60
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.95B
CAPAX vs HBLRX Comparison Chart
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CAPAX vs. HBLRX commentary
Apr 03, 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: 12B vs. CAPAX (654M). CAPAX pays higher dividends than HBLRX: CAPAX (3.31) vs HBLRX (2.96). CAPAX was incepted earlier than HBLRX: CAPAX (37 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than CAPAX (1.10). HBLRX is a more actively managed with annual turnover of: 61.00 vs. CAPAX (31.00). 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 : 5.81 vs. HBLRX (3.94). CAPAX return over 5 years is better than : 50.02 vs. HBLRX (26.28).
| CAPAX | HBLRX | CAPAX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.28 | 70% |
| Annual Report Gross Expense Ratio | 1.10 | 1.28 | 86% |
| Fund Existence | 37 years | 15 years | - |
| Gain YTD | -0.367 | 2.824 | -13% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 3.31 | 2.96 | 112% |
| Returns for 1 year | 5.81 | 3.94 | 148% |
| Returns for 3 years | 10.11 | 2.76 | 367% |
| Returns for 5 years | 50.02 | 26.28 | 190% |
| Returns for 10 years | 46.65 | 30.68 | 152% |
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