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CAPAX vs HBLRX
CAPAX vs HBLRX Comparison
Open Charts CAPAX vs HBLRX
Federated Hermes Capital Income A
Price$8.83
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income R3
Price$14.67
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
CAPAX vs HBLRX Comparison Chart
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CAPAX vs. HBLRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. CAPAX (677M). 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 : 10.78 vs. HBLRX (6.15). CAPAX return over 5 years is better than : 28.33 vs. HBLRX (7.17).
| 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 | 1.871 | 2.875 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 12.1B | 6% |
| Annual Yield % from dividends | 3.27 | 2.97 | 110% |
| Returns for 1 year | 10.78 | 6.15 | 175% |
| Returns for 3 years | 13.74 | 3.47 | 397% |
| Returns for 5 years | 28.33 | 7.17 | 395% |
| Returns for 10 years | 48.67 | 29.93 | 163% |
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