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CAPFX vs HBLSX
CAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSX
Federated Hermes Capital Income F
Price$8.80
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
CAPFX vs HBLSX Comparison Chart
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CAPFX vs. HBLSX 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 CAPFX is a Buy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. CAPFX (681M). CAPFX (3.27) and HBLSX (3.25) have matching dividends . CAPFX was incepted earlier than HBLSX: CAPFX (29 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. CAPFX (54.00). HBLSX has a lower initial minimum investment than CAPFX: HBLSX (0) vs CAPFX (1500). CAPFX annual gain was more profitable for investors over the last year : 12.57 vs. HBLSX (5.93). CAPFX return over 5 years is better than : 28.11 vs. HBLSX (7.95).
| CAPFX | HBLSX | CAPFX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 1.499 | 1.403 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 681M | 12.1B | 6% |
| Annual Yield % from dividends | 3.27 | 3.25 | 100% |
| Returns for 1 year | 12.57 | 5.93 | 212% |
| Returns for 3 years | 9.93 | 0.23 | 4,409% |
| Returns for 5 years | 28.11 | 7.95 | 353% |
| Returns for 10 years | 51.30 | 33.07 | 155% |
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