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CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
Federated Hermes Capital Income A
Price$8.80
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.39
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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CAPAX vs HBLSX Comparison Chart
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CAPAX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.8B vs. CAPAX (701M). CAPAX (3.27) and HBLSX (3.25) have matching dividends . CAPAX was incepted earlier than HBLSX: CAPAX (36 years) vs HBLSX (14 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 : 19.33 vs. HBLSX (16.52). CAPAX return over 5 years is better than : 33.01 vs. HBLSX (17.33).
| CAPAX | HBLSX | CAPAX / HBLSX | |
| 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 | 8.830 | 119% |
| 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 | 3.25 | 101% |
| Returns for 1 year | 19.33 | 16.52 | 117% |
| Returns for 3 years | 9.94 | 1.25 | 796% |
| Returns for 5 years | 33.01 | 17.33 | 190% |
| Returns for 10 years | 45.57 | 39.09 | 117% |
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