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CAPCX vs HBLTX
CAPCX vs HBLTX Comparison
Open Charts CAPCX vs HBLTX
Federated Hermes Capital Income C
Price$8.83
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.35
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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CAPCX vs HBLTX Comparison Chart
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CAPCX vs. HBLTX commentary
Oct 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.7B vs. CAPCX (697M). HBLTX pays higher dividends than CAPCX: HBLTX (3.54) vs CAPCX (2.50). CAPCX was incepted earlier than HBLTX: CAPCX (31 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. CAPCX (54.00). HBLTX has a lower initial minimum investment than CAPCX: HBLTX (0) vs CAPCX (1500). CAPCX annual gain was more profitable for investors over the last year : 20.49 vs. HBLTX (19.38). CAPCX return over 5 years is better than : 28.60 vs. HBLTX (19.61).
| CAPCX | HBLTX | CAPCX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | 10.475 | 9.623 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 697M | 12.7B | 5% |
| Annual Yield % from dividends | 2.50 | 3.54 | 71% |
| Returns for 1 year | 20.49 | 19.38 | 106% |
| Returns for 3 years | 6.16 | 1.65 | 374% |
| Returns for 5 years | 28.60 | 19.61 | 146% |
| Returns for 10 years | 40.00 | 46.09 | 87% |
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