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CAPFX vs HBLTX
CAPFX vs HBLTX Comparison
Open Charts CAPFX vs HBLTX
Federated Hermes Capital Income F
Price$8.69
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$14.37
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
CAPFX vs HBLTX Comparison Chart
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CAPFX vs. HBLTX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. CAPFX (686M). HBLTX pays higher dividends than CAPFX: HBLTX (3.54) vs CAPFX (3.27). CAPFX was incepted earlier than HBLTX: CAPFX (29 years) vs HBLTX (15 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 : 12.52 vs. HBLTX (9.10). CAPFX return over 5 years is better than : 30.24 vs. HBLTX (15.08).
| CAPFX | HBLTX | CAPFX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 11.597 | 7.912 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.27 | 3.54 | 92% |
| Returns for 1 year | 12.52 | 9.10 | 138% |
| Returns for 3 years | 9.69 | 4.50 | 215% |
| Returns for 5 years | 30.24 | 15.08 | 201% |
| Returns for 10 years | 50.22 | 40.97 | 123% |
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