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CAPCX vs HBLYX
CAPCX vs HBLYX Comparison
Open Charts CAPCX vs HBLYX
Federated Hermes Capital Income C
Price$8.83
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
CAPCX vs HBLYX Comparison Chart
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CAPCX vs. HBLYX 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. CAPCX (677M). HBLYX pays higher dividends than CAPCX: HBLYX (3.51) vs CAPCX (2.50). CAPCX was incepted earlier than HBLYX: CAPCX (32 years) vs HBLYX (19 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. CAPCX (54.00). CAPCX has a lower initial minimum investment than HBLYX: CAPCX (1500) vs HBLYX (250000). CAPCX annual gain was more profitable for investors over the last year : 9.73 vs. HBLYX (6.80). CAPCX return over 5 years is better than : 23.08 vs. HBLYX (10.09).
| CAPCX | HBLYX | CAPCX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | 1.800 | 2.988 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 12.1B | 6% |
| Annual Yield % from dividends | 2.50 | 3.51 | 71% |
| Returns for 1 year | 9.73 | 6.80 | 143% |
| Returns for 3 years | 10.93 | 5.40 | 203% |
| Returns for 5 years | 23.08 | 10.09 | 229% |
| Returns for 10 years | 38.02 | 36.83 | 103% |
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