Ad is loading...
CAPFX vs HBLFX
CAPFX vs HBLFX Comparison
Open Charts CAPFX vs HBLFX
Federated Hermes Capital Income F
Price$8.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.04
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CAPFX vs HBLFX Comparison Chart
Loading...
CAPFX vs. HBLFX commentary
Sep 16, 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 StrongBuy and HBLFX is a Sell.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.7B vs. CAPFX (692M). HBLFX pays higher dividends than CAPFX: HBLFX (3.67) vs CAPFX (3.27). CAPFX was incepted earlier than HBLFX: CAPFX (28 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. CAPFX (54.00). CAPFX has a lower initial minimum investment than HBLFX: CAPFX (1500) vs HBLFX (1000000). CAPFX annual gain was more profitable for investors over the last year : 15.97 vs. HBLFX (14.04). CAPFX return over 5 years is better than : 31.94 vs. HBLFX (19.31).
| CAPFX | HBLFX | CAPFX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 9.475 | 8.378 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 692M | 12.7B | 5% |
| Annual Yield % from dividends | 3.27 | 3.67 | 89% |
| Returns for 1 year | 15.97 | 14.04 | 114% |
| Returns for 3 years | 7.83 | 0.75 | 1,039% |
| Returns for 5 years | 31.94 | 19.31 | 165% |
| Returns for 10 years | 42.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...