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CAPCX vs HBLYX
CAPCX vs HBLYX Comparison
Open Charts CAPCX vs HBLYX
Federated Hermes Capital Income C
Price$8.81
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
CAPCX vs HBLYX Comparison Chart
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CAPCX vs. HBLYX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. CAPCX (681M). 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 : 11.64 vs. HBLYX (6.32). CAPCX return over 5 years is better than : 22.89 vs. HBLYX (9.52).
| 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 | 1.381 | 1.459 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 681M | 12.1B | 6% |
| Annual Yield % from dividends | 2.50 | 3.51 | 71% |
| Returns for 1 year | 11.64 | 6.32 | 184% |
| Returns for 3 years | 7.23 | 1.17 | 618% |
| Returns for 5 years | 22.89 | 9.52 | 241% |
| Returns for 10 years | 40.63 | 36.78 | 110% |
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