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CAPFX vs HBLTX
CAPFX vs HBLTX Comparison
Open Charts CAPFX vs HBLTX
Federated Hermes Capital Income F
Price$8.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CAPFX vs HBLTX Comparison Chart
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CAPFX vs. HBLTX 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 HBLTX is a Sell.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.7B vs. CAPFX (692M). HBLTX pays higher dividends than CAPFX: HBLTX (3.54) vs CAPFX (3.27). CAPFX was incepted earlier than HBLTX: CAPFX (28 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. CAPFX (54.00). HBLTX has a lower initial minimum investment than CAPFX: HBLTX (0) vs CAPFX (1500). CAPFX annual gain was more profitable for investors over the last year : 15.97 vs. HBLTX (13.99). CAPFX return over 5 years is better than : 31.94 vs. HBLTX (18.89).
| CAPFX | HBLTX | CAPFX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 9.475 | 8.339 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 692M | 12.7B | 5% |
| Annual Yield % from dividends | 3.27 | 3.54 | 92% |
| Returns for 1 year | 15.97 | 13.99 | 114% |
| Returns for 3 years | 7.83 | 0.55 | 1,426% |
| Returns for 5 years | 31.94 | 18.89 | 169% |
| Returns for 10 years | 42.69 | 41.32 | 103% |
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