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CAPCX vs HBLRX
CAPCX vs HBLRX Comparison
Open Charts CAPCX vs HBLRX
Federated Hermes Capital Income C
Price$8.81
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income R3
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
CAPCX vs HBLRX Comparison Chart
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CAPCX vs. HBLRX commentary
Jan 19, 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: 12.1B vs. CAPCX (681M). HBLRX pays higher dividends than CAPCX: HBLRX (2.97) vs CAPCX (2.50). CAPCX was incepted earlier than HBLRX: CAPCX (32 years) vs HBLRX (15 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 : 11.64 vs. HBLRX (5.60). CAPCX return over 5 years is better than : 22.89 vs. HBLRX (6.54).
| CAPCX | HBLRX | CAPCX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 1.381 | 1.332 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 681M | 12.1B | 6% |
| Annual Yield % from dividends | 2.50 | 2.97 | 84% |
| Returns for 1 year | 11.64 | 5.60 | 208% |
| Returns for 3 years | 7.23 | -0.72 | -1,003% |
| Returns for 5 years | 22.89 | 6.54 | 350% |
| Returns for 10 years | 40.63 | 29.77 | 136% |
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