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CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$8.71
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
CAPRX vs HBLAX Comparison Chart
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CAPRX vs. HBLAX 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 CAPRX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CAPRX (686M). HBLAX pays higher dividends than CAPRX: HBLAX (3.35) vs CAPRX (3.19). CAPRX was incepted earlier than HBLAX: CAPRX (11 years) vs HBLAX (18 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). CAPRX has a lower initial minimum investment than HBLAX: CAPRX (0) vs HBLAX (2000). CAPRX annual gain was more profitable for investors over the last year : 12.43 vs. HBLAX (8.79). CAPRX return over 5 years is better than : 29.52 vs. HBLAX (13.84).
| CAPRX | HBLAX | CAPRX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 11.385 | 7.649 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.19 | 3.35 | 95% |
| Returns for 1 year | 12.43 | 8.79 | 141% |
| Returns for 3 years | 9.30 | 3.77 | 247% |
| Returns for 5 years | 29.52 | 13.84 | 213% |
| Returns for 10 years | 48.36 | 38.11 | 127% |
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