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CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
Federated Hermes Capital Income A
Price$8.81
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
CAPAX vs HBLSX Comparison Chart
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CAPAX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. CAPAX (681M). CAPAX (3.27) and HBLSX (3.25) have matching dividends . CAPAX was incepted earlier than HBLSX: CAPAX (37 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. CAPAX (54.00). HBLSX has a lower initial minimum investment than CAPAX: HBLSX (0) vs CAPAX (1500). CAPAX annual gain was more profitable for investors over the last year : 12.56 vs. HBLSX (5.93). CAPAX return over 5 years is better than : 28.14 vs. HBLSX (7.95).
| CAPAX | HBLSX | CAPAX / HBLSX | |
| 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 | 1.403 | 98% |
| 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 | 3.25 | 101% |
| Returns for 1 year | 12.56 | 5.93 | 212% |
| Returns for 3 years | 9.95 | 0.23 | 4,418% |
| Returns for 5 years | 28.14 | 7.95 | 354% |
| Returns for 10 years | 51.37 | 33.07 | 155% |
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