CAPCX
Price
$8.81
Change
+$0.02 (+0.23%)
Updated
Jan 17 closing price
Net Assets
681.38M
HBLAX
Price
$14.37
Change
+$0.04 (+0.28%)
Updated
Jan 17 closing price
Net Assets
12.1B
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CAPCX vs HBLAX

Header iconCAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAXBanner chart's image
Federated Hermes Capital Income C
Price$8.81
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
CAPCX vs HBLAX Comparison Chart
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CAPCX vs. HBLAX commentary
Jan 19, 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 CAPCX is a Buy and HBLAX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. CAPCX (681M). HBLAX pays higher dividends than CAPCX: HBLAX (3.35) vs CAPCX (2.50). CAPCX was incepted earlier than HBLAX: CAPCX (32 years) vs HBLAX (18 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. CAPCX (54.00). CAPCX has a lower initial minimum investment than HBLAX: CAPCX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPCX: HBLAX (2000) vs CAPCX (250). CAPCX annual gain was more profitable for investors over the last year : 11.64 vs. HBLAX (5.97). CAPCX return over 5 years is better than : 22.89 vs. HBLAX (8.26).
CAPCXHBLAXCAPCX / HBLAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years18 years-
Gain YTD1.3811.340103%
Front LoadN/AN/A-
Min. Initial Investment1500200075%
Min. Initial Investment IRA250200013%
Net Assets681M12.1B6%
Annual Yield % from dividends2.503.3575%
Returns for 1 year11.645.97195%
Returns for 3 years7.230.352,061%
Returns for 5 years22.898.26277%
Returns for 10 years40.6333.45121%
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