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CAPFX vs HBLVX
CAPFX vs HBLVX Comparison
Open Charts CAPFX vs HBLVX
Federated Hermes Capital Income F
Price$8.74
Change-$0.04 (-0.46%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPFX vs HBLVX Comparison Chart
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CAPFX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.4B vs. CAPFX (688M). HBLVX pays higher dividends than CAPFX: HBLVX (3.62) vs CAPFX (3.27). CAPFX was incepted earlier than HBLVX: CAPFX (28 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. CAPFX (54.00). HBLVX has a lower initial minimum investment than CAPFX: HBLVX (0) vs CAPFX (1500). CAPFX annual gain was more profitable for investors over the last year : 16.75 vs. HBLVX (15.66). CAPFX return over 5 years is better than : 30.91 vs. HBLVX (16.88).
| CAPFX | HBLVX | CAPFX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 10.231 | 8.147 | 126% |
| 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 | 3.62 | 90% |
| Returns for 1 year | 16.75 | 15.66 | 107% |
| Returns for 3 years | 6.51 | 0.03 | 25,531% |
| Returns for 5 years | 30.91 | 16.88 | 183% |
| Returns for 10 years | 45.29 | 40.71 | 111% |
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