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CAPCX vs HBLFX
CAPCX vs HBLFX Comparison
Open Charts CAPCX vs HBLFX
Federated Hermes Capital Income C
Price$8.83
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.25
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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CAPCX vs HBLFX Comparison Chart
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CAPCX vs. HBLFX 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 HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.7B vs. CAPCX (697M). HBLFX pays higher dividends than CAPCX: HBLFX (3.67) vs CAPCX (2.50). CAPCX was incepted earlier than HBLFX: CAPCX (31 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. CAPCX (54.00). CAPCX has a lower initial minimum investment than HBLFX: CAPCX (1500) vs HBLFX (1000000). CAPCX annual gain was more profitable for investors over the last year : 20.49 vs. HBLFX (19.46). CAPCX return over 5 years is better than : 28.60 vs. HBLFX (20.05).
| CAPCX | HBLFX | CAPCX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 8 years | - |
| Gain YTD | 10.475 | 9.697 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 697M | 12.7B | 5% |
| Annual Yield % from dividends | 2.50 | 3.67 | 68% |
| Returns for 1 year | 20.49 | 19.46 | 105% |
| Returns for 3 years | 6.16 | 1.92 | 321% |
| Returns for 5 years | 28.60 | 20.05 | 143% |
| Returns for 10 years | 40.00 | N/A | - |
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