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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$8.80
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
CAPFX vs HBLYX Comparison Chart
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CAPFX vs. HBLYX commentary
Jan 19, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. CAPFX (681M). 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 : 12.57 vs. HBLYX (6.32). CAPFX return over 5 years is better than : 28.11 vs. HBLYX (9.52).
| 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 | 1.499 | 1.459 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 681M | 12.1B | 6% |
| Annual Yield % from dividends | 3.27 | 3.51 | 93% |
| Returns for 1 year | 12.57 | 6.32 | 199% |
| Returns for 3 years | 9.93 | 1.17 | 849% |
| Returns for 5 years | 28.11 | 9.52 | 295% |
| Returns for 10 years | 51.30 | 36.78 | 139% |
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