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CAPRX vs HBLFX
CAPRX vs HBLFX Comparison
Open Charts CAPRX vs HBLFX
Federated Hermes Capital Income R
Price$8.84
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.25
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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CAPRX vs HBLFX Comparison Chart
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CAPRX vs. HBLFX 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 HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.7B vs. CAPRX (697M). HBLFX pays higher dividends than CAPRX: HBLFX (3.67) vs CAPRX (3.19). CAPRX was incepted earlier than HBLFX: CAPRX (11 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). CAPRX has a lower initial minimum investment than HBLFX: CAPRX (0) vs HBLFX (1000000). CAPRX annual gain was more profitable for investors over the last year : 22.07 vs. HBLFX (20.30). CAPRX return over 5 years is better than : 32.82 vs. HBLFX (19.89).
| CAPRX | HBLFX | CAPRX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 10.851 | 9.553 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 12.7B | 5% |
| Annual Yield % from dividends | 3.19 | 3.67 | 87% |
| Returns for 1 year | 22.07 | 20.30 | 109% |
| Returns for 3 years | 8.32 | 2.09 | 398% |
| Returns for 5 years | 32.82 | 19.89 | 165% |
| Returns for 10 years | 47.65 | N/A | - |
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