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CAPCX vs HBLRX
CAPCX vs HBLRX Comparison
Open Charts CAPCX vs HBLRX
Federated Hermes Capital Income C
Price$8.64
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income R3
Price$14.60
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.99B
CAPCX vs HBLRX Comparison Chart
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CAPCX vs. HBLRX commentary
Apr 04, 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 Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. CAPCX (654M). HBLRX pays higher dividends than CAPCX: HBLRX (2.96) vs CAPCX (2.48). 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 : 5.93 vs. HBLRX (3.94). CAPCX return over 5 years is better than : 45.81 vs. HBLRX (26.28).
| 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 | 0.007 | 2.824 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 2.48 | 2.96 | 84% |
| Returns for 1 year | 5.93 | 3.94 | 151% |
| Returns for 3 years | 8.01 | 2.76 | 291% |
| Returns for 5 years | 45.81 | 26.28 | 174% |
| Returns for 10 years | 36.84 | 30.68 | 120% |
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