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CAPAX vs HBLRX
CAPAX vs HBLRX Comparison
Open Charts CAPAX vs HBLRX
Federated Hermes Capital Income A
Price$8.80
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.38
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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CAPAX vs HBLRX Comparison Chart
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CAPAX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.8B vs. CAPAX (701M). CAPAX pays higher dividends than HBLRX: CAPAX (3.27) vs HBLRX (2.97). CAPAX was incepted earlier than HBLRX: CAPAX (36 years) vs HBLRX (14 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 : 19.33 vs. HBLRX (16.19). CAPAX return over 5 years is better than : 33.01 vs. HBLRX (15.89).
| CAPAX | HBLRX | CAPAX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 10.475 | 8.600 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 701M | 12.8B | 5% |
| Annual Yield % from dividends | 3.27 | 2.97 | 110% |
| Returns for 1 year | 19.33 | 16.19 | 119% |
| Returns for 3 years | 9.94 | 0.44 | 2,280% |
| Returns for 5 years | 33.01 | 15.89 | 208% |
| Returns for 10 years | 45.57 | 35.78 | 127% |
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