Ad is loading...
CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$8.83
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income R4
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
CAPCX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPCX vs. HBLSX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. CAPCX (677M). 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 : 9.73 vs. HBLSX (6.48). CAPCX return over 5 years is better than : 23.08 vs. HBLSX (8.52).
| 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 | 1.800 | 2.945 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 12.1B | 6% |
| Annual Yield % from dividends | 2.50 | 3.25 | 77% |
| Returns for 1 year | 9.73 | 6.48 | 150% |
| Returns for 3 years | 10.93 | 4.38 | 249% |
| Returns for 5 years | 23.08 | 8.52 | 271% |
| Returns for 10 years | 38.02 | 33.13 | 115% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JHCB | 21.29 | 0.06 | +0.26% |
| JHancock Corporate Bond ETF | |||
| KROP | 10.30 | -0.10 | -0.95% |
| Global X AgTech & Food Innovation ETF | |||
| SCHC | 36.18 | -0.37 | -1.01% |
| Schwab International Small-Cap Eq ETF™ | |||
| NANR | 54.46 | -1.48 | -2.65% |
| SPDR S&P® North American Natural Res ETF | |||
| PFIX | 50.06 | -2.19 | -4.19% |
| Simplify Interest Rate Hedge ETF | |||