Interact to see
Advertisement
Advertisement
CAPCX vs HBLRX
CAPCX vs HBLRX Comparison
Open Charts CAPCX vs HBLRX
Federated Hermes Capital Income C
Price$8.62
Change-$0.09 (-1.03%)
VolumeN/A
Net Assets651.69M
Hartford Balanced Income R3
Price$14.39
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
CAPCX vs HBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPCX vs. HBLRX commentary
May 22, 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. CAPCX (652M). HBLRX pays higher dividends than CAPCX: HBLRX (2.99) vs CAPCX (2.54). CAPCX was incepted earlier than HBLRX: CAPCX (32 years) vs HBLRX (15 years). CAPCX (1.85) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). 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 : 4.84 vs. HBLRX (2.37). CAPCX return over 5 years is better than : 31.82 vs. HBLRX (16.23).
| CAPCX | HBLRX | CAPCX / HBLRX | |
| Total Expense Ratio | 1.73 | 1.28 | 135% |
| Annual Report Gross Expense Ratio | 1.85 | 1.28 | 145% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -0.023 | 2.824 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 652M | 11.8B | 6% |
| Annual Yield % from dividends | 2.54 | 2.99 | 85% |
| Returns for 1 year | 4.84 | 2.37 | 204% |
| Returns for 3 years | 16.40 | 9.32 | 176% |
| Returns for 5 years | 31.82 | 16.23 | 196% |
| Returns for 10 years | 35.72 | 29.82 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers