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CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$8.83
Change-$0.03 (-0.34%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.55
Change-$0.55 (-3.64%)
VolumeN/A
CapitalizationN/A
CAPCX vs HBLSX Comparison Chart
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CAPCX vs. HBLSX commentary
Dec 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.3B vs. CAPCX (689M). 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 : 11.59 vs. HBLSX (8.72). CAPCX return over 5 years is better than : 24.94 vs. HBLSX (13.56).
| 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 | 10.619 | 7.612 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 689M | 12.3B | 6% |
| Annual Yield % from dividends | 2.50 | 3.25 | 77% |
| Returns for 1 year | 11.59 | 8.72 | 133% |
| Returns for 3 years | 6.99 | 3.55 | 197% |
| Returns for 5 years | 24.94 | 13.56 | 184% |
| Returns for 10 years | 39.64 | 37.62 | 105% |
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