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CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$8.76
Change-$0.05 (-0.57%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$15.03
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
CAPRX vs HBLAX Comparison Chart
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CAPRX vs. HBLAX 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 CAPRX is a Buy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.4B vs. CAPRX (688M). 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 : 16.66 vs. HBLAX (15.22). CAPRX return over 5 years is better than : 30.18 vs. HBLAX (14.99).
| 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 | 10.038 | 7.792 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 3.19 | 3.35 | 95% |
| Returns for 1 year | 16.66 | 15.22 | 109% |
| Returns for 3 years | 6.26 | -1.13 | -554% |
| Returns for 5 years | 30.18 | 14.99 | 201% |
| Returns for 10 years | 43.49 | 36.48 | 119% |
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