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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$8.83
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income A
Price$14.59
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
CAPCX vs HBLAX Comparison Chart
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CAPCX vs. HBLAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. CAPCX (677M). HBLAX pays higher dividends than CAPCX: HBLAX (3.35) vs CAPCX (2.50). CAPCX was incepted earlier than HBLAX: CAPCX (32 years) vs HBLAX (19 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 : 9.73 vs. HBLAX (6.46). CAPCX return over 5 years is better than : 23.08 vs. HBLAX (8.83).
| CAPCX | HBLAX | CAPCX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | 1.800 | 2.891 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 677M | 12.1B | 6% |
| Annual Yield % from dividends | 2.50 | 3.35 | 75% |
| Returns for 1 year | 9.73 | 6.46 | 151% |
| Returns for 3 years | 10.93 | 4.60 | 237% |
| Returns for 5 years | 23.08 | 8.83 | 261% |
| Returns for 10 years | 38.02 | 33.61 | 113% |
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