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CAPFX vs HBLSX
CAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSX
Federated Hermes Capital Income F
Price$8.74
Change-$0.04 (-0.46%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.12
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPFX vs HBLSX Comparison Chart
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CAPFX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.4B vs. CAPFX (688M). CAPFX (3.27) and HBLSX (3.25) have matching dividends . CAPFX was incepted earlier than HBLSX: CAPFX (28 years) vs HBLSX (14 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 : 16.75 vs. HBLSX (15.11). CAPFX return over 5 years is better than : 30.91 vs. HBLSX (14.63).
| CAPFX | HBLSX | CAPFX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 10.231 | 7.754 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 3.27 | 3.25 | 100% |
| Returns for 1 year | 16.75 | 15.11 | 111% |
| Returns for 3 years | 6.51 | -1.26 | -518% |
| Returns for 5 years | 30.91 | 14.63 | 211% |
| Returns for 10 years | 45.29 | 36.01 | 126% |
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