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CAPAX vs HBLTX
CAPAX vs HBLTX Comparison
Open Charts CAPAX vs HBLTX
Federated Hermes Capital Income A
Price$8.80
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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CAPAX vs HBLTX Comparison Chart
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CAPAX vs. HBLTX 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.8B vs. CAPAX (701M). HBLTX pays higher dividends than CAPAX: HBLTX (3.54) vs CAPAX (3.27). CAPAX was incepted earlier than HBLTX: CAPAX (36 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. CAPAX (54.00). HBLTX has a lower initial minimum investment than CAPAX: HBLTX (0) vs CAPAX (1500). CAPAX annual gain was more profitable for investors over the last year : 19.33 vs. HBLTX (16.83). CAPAX return over 5 years is better than : 33.01 vs. HBLTX (18.94).
| CAPAX | HBLTX | CAPAX / HBLTX | |
| 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 | 9.047 | 116% |
| 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 | 3.54 | 92% |
| Returns for 1 year | 19.33 | 16.83 | 115% |
| Returns for 3 years | 9.94 | 2.18 | 456% |
| Returns for 5 years | 33.01 | 18.94 | 174% |
| Returns for 10 years | 45.57 | 42.45 | 107% |
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