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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$8.75
Change-$0.05 (-0.57%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$15.03
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
CAPCX vs HBLAX Comparison Chart
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CAPCX vs. HBLAX commentary
Nov 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.4B vs. CAPCX (688M). 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 (15.80) and HBLAX (15.22) have marching annual gain over last year. CAPCX return over 5 years is better than : 25.58 vs. HBLAX (14.99).
| CAPCX | HBLAX | CAPCX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 9.346 | 7.792 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 2.50 | 3.35 | 75% |
| Returns for 1 year | 15.80 | 15.22 | 104% |
| Returns for 3 years | 3.90 | -1.13 | -345% |
| Returns for 5 years | 25.58 | 14.99 | 171% |
| Returns for 10 years | 35.08 | 36.48 | 96% |
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