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CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYX
Federated Hermes Capital Income A
Price$8.89
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets683.28M
Hartford Balanced Income Y
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
CAPAX vs HBLYX Comparison Chart
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CAPAX vs. HBLYX commentary
Jan 31, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. CAPAX (683M). HBLYX pays higher dividends than CAPAX: HBLYX (3.51) vs CAPAX (3.27). CAPAX was incepted earlier than HBLYX: CAPAX (37 years) vs HBLYX (19 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. CAPAX (54.00). CAPAX has a lower initial minimum investment than HBLYX: CAPAX (1500) vs HBLYX (250000). CAPAX annual gain was more profitable for investors over the last year : 12.76 vs. HBLYX (6.30). CAPAX return over 5 years is better than : 31.45 vs. HBLYX (11.00).
| CAPAX | HBLYX | CAPAX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 19 years | - |
| Gain YTD | 2.563 | 2.224 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 683M | 12.1B | 6% |
| Annual Yield % from dividends | 3.27 | 3.51 | 93% |
| Returns for 1 year | 12.76 | 6.30 | 202% |
| Returns for 3 years | 12.05 | 2.19 | 551% |
| Returns for 5 years | 31.45 | 11.00 | 286% |
| Returns for 10 years | 52.53 | 37.81 | 139% |
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