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CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAX
Federated Hermes Capital Income F
Price$8.74
Change-$0.04 (-0.46%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$15.03
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
CAPFX vs HBLAX Comparison Chart
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CAPFX vs. HBLAX 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 CAPFX is a Buy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.4B vs. CAPFX (688M). HBLAX (3.35) and CAPFX (3.27) have matching dividends . CAPFX was incepted earlier than HBLAX: CAPFX (28 years) vs HBLAX (18 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. CAPFX (54.00). CAPFX has a lower initial minimum investment than HBLAX: CAPFX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPFX: HBLAX (2000) vs CAPFX (250). CAPFX annual gain was more profitable for investors over the last year : 16.75 vs. HBLAX (15.22). CAPFX return over 5 years is better than : 30.91 vs. HBLAX (14.99).
| CAPFX | HBLAX | CAPFX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 10.231 | 7.792 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 3.27 | 3.35 | 98% |
| Returns for 1 year | 16.75 | 15.22 | 110% |
| Returns for 3 years | 6.51 | -1.13 | -576% |
| Returns for 5 years | 30.91 | 14.99 | 206% |
| Returns for 10 years | 45.29 | 36.48 | 124% |
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