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CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
Federated Hermes Capital Income A
Price$8.83
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income R4
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
CAPAX vs HBLSX Comparison Chart
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CAPAX vs. HBLSX 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. CAPAX (677M). 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 : 10.78 vs. HBLSX (6.48). CAPAX return over 5 years is better than : 28.33 vs. HBLSX (8.52).
| 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 | 1.871 | 2.945 | 64% |
| 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 | 3.25 | 101% |
| Returns for 1 year | 10.78 | 6.48 | 166% |
| Returns for 3 years | 13.74 | 4.38 | 314% |
| Returns for 5 years | 28.33 | 8.52 | 332% |
| Returns for 10 years | 48.67 | 33.13 | 147% |
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