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CAPAX vs HBLVX
CAPAX vs HBLVX Comparison
Open Charts CAPAX vs HBLVX
Federated Hermes Capital Income A
Price$8.80
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.54
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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CAPAX vs HBLVX Comparison Chart
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CAPAX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.8B vs. CAPAX (701M). HBLVX pays higher dividends than CAPAX: HBLVX (3.62) vs CAPAX (3.27). CAPAX was incepted earlier than HBLVX: CAPAX (36 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. CAPAX (54.00). HBLVX has a lower initial minimum investment than CAPAX: HBLVX (0) vs CAPAX (1500). CAPAX annual gain was more profitable for investors over the last year : 19.33 vs. HBLVX (17.06). CAPAX return over 5 years is better than : 33.01 vs. HBLVX (19.56).
| CAPAX | HBLVX | CAPAX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 10 years | - |
| Gain YTD | 10.475 | 9.179 | 114% |
| 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 | 3.62 | 91% |
| Returns for 1 year | 19.33 | 17.06 | 113% |
| Returns for 3 years | 9.94 | 2.61 | 381% |
| Returns for 5 years | 33.01 | 19.56 | 169% |
| Returns for 10 years | 45.57 | N/A | - |
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