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CAPCX vs HBLTX
CAPCX vs HBLTX Comparison
Open Charts CAPCX vs HBLTX
Federated Hermes Capital Income C
Price$8.75
Change-$0.05 (-0.57%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPCX vs HBLTX Comparison Chart
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CAPCX vs. HBLTX commentary
Nov 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 Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B vs. CAPCX (688M). HBLTX pays higher dividends than CAPCX: HBLTX (3.54) vs CAPCX (2.50). CAPCX was incepted earlier than HBLTX: CAPCX (32 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 (15.80) and HBLTX (15.43) have marching annual gain over last year. CAPCX return over 5 years is better than : 25.58 vs. HBLTX (16.16).
| CAPCX | HBLTX | CAPCX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 9.346 | 7.983 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 2.50 | 3.54 | 71% |
| Returns for 1 year | 15.80 | 15.43 | 102% |
| Returns for 3 years | 3.90 | -0.41 | -953% |
| Returns for 5 years | 25.58 | 16.16 | 158% |
| Returns for 10 years | 35.08 | 39.33 | 89% |
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