Ad is loading...
CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$8.81
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
CAPCX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPCX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. CAPCX (681M). HBLSX pays higher dividends than CAPCX: HBLSX (3.25) vs CAPCX (2.50). CAPCX was incepted earlier than HBLSX: CAPCX (32 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. CAPCX (54.00). HBLSX has a lower initial minimum investment than CAPCX: HBLSX (0) vs CAPCX (1500). CAPCX annual gain was more profitable for investors over the last year : 11.64 vs. HBLSX (5.93). CAPCX return over 5 years is better than : 22.89 vs. HBLSX (7.95).
| CAPCX | HBLSX | CAPCX / HBLSX | |
| 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 | 1.403 | 98% |
| 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 | 3.25 | 77% |
| Returns for 1 year | 11.64 | 5.93 | 196% |
| Returns for 3 years | 7.23 | 0.23 | 3,208% |
| Returns for 5 years | 22.89 | 7.95 | 288% |
| Returns for 10 years | 40.63 | 33.07 | 123% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers