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CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAX
Federated Hermes Capital Income F
Price$8.82
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$15.24
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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CAPFX vs HBLAX Comparison Chart
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CAPFX vs. HBLAX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.7B vs. CAPFX (697M). 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 : 21.36 vs. HBLAX (19.10). CAPFX return over 5 years is better than : 33.75 vs. HBLAX (18.34).
| 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 | 11.180 | 9.442 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 697M | 12.7B | 5% |
| Annual Yield % from dividends | 3.27 | 3.35 | 98% |
| Returns for 1 year | 21.36 | 19.10 | 112% |
| Returns for 3 years | 8.72 | 0.93 | 942% |
| Returns for 5 years | 33.75 | 18.34 | 184% |
| Returns for 10 years | 50.43 | 43.14 | 117% |
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