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CAPAX vs HBLRX
CAPAX vs HBLRX Comparison
Open Charts CAPAX vs HBLRX
Federated Hermes Capital Income A
Price$8.70
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.33
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
CAPAX vs HBLRX Comparison Chart
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CAPAX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. CAPAX (686M). 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 : 12.51 vs. HBLRX (8.40). CAPAX return over 5 years is better than : 30.27 vs. HBLRX (12.02).
| 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 | 11.593 | 7.224 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.27 | 2.97 | 110% |
| Returns for 1 year | 12.51 | 8.40 | 149% |
| Returns for 3 years | 9.71 | 2.58 | 376% |
| Returns for 5 years | 30.27 | 12.02 | 252% |
| Returns for 10 years | 50.48 | 34.24 | 147% |
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