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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$8.74
Change-$0.04 (-0.46%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPFX vs HBLYX Comparison Chart
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CAPFX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.4B vs. CAPFX (688M). HBLYX pays higher dividends than CAPFX: HBLYX (3.51) vs CAPFX (3.27). CAPFX was incepted earlier than HBLYX: CAPFX (28 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 : 16.75 vs. HBLYX (15.46). CAPFX return over 5 years is better than : 30.91 vs. HBLYX (16.30).
| CAPFX | HBLYX | CAPFX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 18 years | - |
| Gain YTD | 10.231 | 7.985 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 3.27 | 3.51 | 93% |
| Returns for 1 year | 16.75 | 15.46 | 108% |
| Returns for 3 years | 6.51 | -0.32 | -2,041% |
| Returns for 5 years | 30.91 | 16.30 | 190% |
| Returns for 10 years | 45.29 | 39.87 | 114% |
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