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CAPCX vs HBLRX
CAPCX vs HBLRX Comparison
Open Charts CAPCX vs HBLRX
Federated Hermes Capital Income C
Price$8.83
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.32
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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CAPCX vs HBLRX Comparison Chart
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CAPCX vs. HBLRX 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.7B vs. CAPCX (697M). HBLRX pays higher dividends than CAPCX: HBLRX (2.97) vs CAPCX (2.50). CAPCX was incepted earlier than HBLRX: CAPCX (31 years) vs HBLRX (14 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. CAPCX (54.00). HBLRX has a lower initial minimum investment than CAPCX: HBLRX (0) vs CAPCX (1500). CAPCX annual gain was more profitable for investors over the last year : 20.49 vs. HBLRX (18.62). CAPCX return over 5 years is better than : 28.60 vs. HBLRX (16.52).
| CAPCX | HBLRX | CAPCX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | 10.475 | 9.072 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 697M | 12.7B | 5% |
| Annual Yield % from dividends | 2.50 | 2.97 | 84% |
| Returns for 1 year | 20.49 | 18.62 | 110% |
| Returns for 3 years | 6.16 | -0.15 | -4,048% |
| Returns for 5 years | 28.60 | 16.52 | 173% |
| Returns for 10 years | 40.00 | 39.21 | 102% |
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