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CAPRX vs HBLCX
CAPRX vs HBLCX Comparison
Open Charts CAPRX vs HBLCX
Federated Hermes Capital Income R
Price$8.84
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.96
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
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CAPRX vs HBLCX Comparison Chart
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CAPRX vs. HBLCX commentary
Oct 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.7B vs. CAPRX (697M). CAPRX pays higher dividends than HBLCX: CAPRX (3.19) vs HBLCX (2.65). CAPRX was incepted earlier than HBLCX: CAPRX (11 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). CAPRX has a lower initial minimum investment than HBLCX: CAPRX (0) vs HBLCX (2000). CAPRX annual gain was more profitable for investors over the last year : 22.07 vs. HBLCX (18.97). CAPRX return over 5 years is better than : 32.82 vs. HBLCX (14.07).
| CAPRX | HBLCX | CAPRX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 10.851 | 8.603 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 697M | 12.7B | 5% |
| Annual Yield % from dividends | 3.19 | 2.65 | 120% |
| Returns for 1 year | 22.07 | 18.97 | 116% |
| Returns for 3 years | 8.32 | -1.39 | -600% |
| Returns for 5 years | 32.82 | 14.07 | 233% |
| Returns for 10 years | 47.65 | 33.34 | 143% |
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