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CAPCX vs HBLCX
CAPCX vs HBLCX Comparison
Open Charts CAPCX vs HBLCX
Federated Hermes Capital Income C
Price$8.83
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.96
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
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CAPCX vs HBLCX Comparison Chart
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CAPCX vs. HBLCX commentary
Oct 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.7B vs. CAPCX (697M). HBLCX pays higher dividends than CAPCX: HBLCX (2.65) vs CAPCX (2.50). CAPCX was incepted earlier than HBLCX: CAPCX (31 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. CAPCX (54.00). CAPCX has a lower initial minimum investment than HBLCX: CAPCX (1500) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to CAPCX: HBLCX (2000) vs CAPCX (250). CAPCX annual gain was more profitable for investors over the last year : 20.49 vs. HBLCX (18.20). CAPCX return over 5 years is better than : 28.60 vs. HBLCX (14.30).
| CAPCX | HBLCX | CAPCX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 18 years | - |
| Gain YTD | 10.475 | 8.821 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 697M | 12.7B | 5% |
| Annual Yield % from dividends | 2.50 | 2.65 | 94% |
| Returns for 1 year | 20.49 | 18.20 | 113% |
| Returns for 3 years | 6.16 | -1.43 | -431% |
| Returns for 5 years | 28.60 | 14.30 | 200% |
| Returns for 10 years | 40.00 | 34.01 | 118% |
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