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CAPFX vs HBLTX
CAPFX vs HBLTX Comparison
Open Charts CAPFX vs HBLTX
Federated Hermes Capital Income F
Price$8.74
Change-$0.04 (-0.46%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPFX vs HBLTX Comparison Chart
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CAPFX vs. HBLTX 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B vs. CAPFX (688M). 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 : 16.75 vs. HBLTX (15.43). CAPFX return over 5 years is better than : 30.91 vs. HBLTX (16.16).
| 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 | 10.231 | 7.983 | 128% |
| 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 | 3.54 | 92% |
| Returns for 1 year | 16.75 | 15.43 | 109% |
| Returns for 3 years | 6.51 | -0.41 | -1,590% |
| Returns for 5 years | 30.91 | 16.16 | 191% |
| Returns for 10 years | 45.29 | 39.33 | 115% |
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