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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-$0.03 (-0.34%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
CAPCX vs HBLYX Comparison Chart
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CAPCX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.3B vs. CAPCX (689M). HBLYX pays higher dividends than CAPCX: HBLYX (3.51) vs CAPCX (2.50). CAPCX was incepted earlier than HBLYX: CAPCX (32 years) vs HBLYX (18 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 : 11.59 vs. HBLYX (9.02). CAPCX return over 5 years is better than : 24.94 vs. HBLYX (15.15).
| CAPCX | HBLYX | CAPCX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 10.619 | 7.844 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 689M | 12.3B | 6% |
| Annual Yield % from dividends | 2.50 | 3.51 | 71% |
| Returns for 1 year | 11.59 | 9.02 | 128% |
| Returns for 3 years | 6.99 | 4.49 | 156% |
| Returns for 5 years | 24.94 | 15.15 | 165% |
| Returns for 10 years | 39.64 | 41.42 | 96% |
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