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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$8.69
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
CAPFX vs HBLYX Comparison Chart
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CAPFX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPFX (686M). HBLYX pays higher dividends than CAPFX: HBLYX (3.51) vs CAPFX (3.27). CAPFX was incepted earlier than HBLYX: CAPFX (29 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. CAPFX (54.00). CAPFX has a lower initial minimum investment than HBLYX: CAPFX (1500) vs HBLYX (250000). CAPFX annual gain was more profitable for investors over the last year : 12.52 vs. HBLYX (9.02). CAPFX return over 5 years is better than : 30.24 vs. HBLYX (15.15).
| CAPFX | HBLYX | CAPFX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 11.597 | 7.844 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.27 | 3.51 | 93% |
| Returns for 1 year | 12.52 | 9.02 | 139% |
| Returns for 3 years | 9.69 | 4.49 | 216% |
| Returns for 5 years | 30.24 | 15.15 | 200% |
| Returns for 10 years | 50.22 | 41.42 | 121% |
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