CAPCX
Price
$8.83
Change
-$0.03 (-0.34%)
Updated
Dec 17 closing price
HBLAX
Price
$14.47
Change
-$0.54 (-3.60%)
Updated
Dec 17 closing price
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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$8.83
Change-$0.03 (-0.34%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.47
Change-$0.54 (-3.60%)
VolumeN/A
CapitalizationN/A
CAPCX vs HBLAX Comparison Chart
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CAPCX vs. HBLAX commentary
Dec 18, 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 CAPCX is a Buy and HBLAX is a Hold.

FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.3B vs. CAPCX (689M). 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 : 11.59 vs. HBLAX (8.79). CAPCX return over 5 years is better than : 24.94 vs. HBLAX (13.84).
CAPCXHBLAXCAPCX / HBLAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years18 years-
Gain YTD10.6197.649139%
Front LoadN/AN/A-
Min. Initial Investment1500200075%
Min. Initial Investment IRA250200013%
Net Assets689M12.3B6%
Annual Yield % from dividends2.503.3575%
Returns for 1 year11.598.79132%
Returns for 3 years6.993.77186%
Returns for 5 years24.9413.84180%
Returns for 10 years39.6438.11104%
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