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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$8.76
Change-$0.05 (-0.57%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.12
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPRX vs HBLSX Comparison Chart
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CAPRX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.4B vs. CAPRX (688M). HBLSX (3.25) and CAPRX (3.19) have matching dividends . CAPRX was incepted earlier than HBLSX: CAPRX (11 years) vs HBLSX (14 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). CAPRX (0) and HBLSX (0) have matching initial minimum investment requirements. CAPRX annual gain was more profitable for investors over the last year : 16.66 vs. HBLSX (15.11). CAPRX return over 5 years is better than : 30.18 vs. HBLSX (14.63).
| CAPRX | HBLSX | CAPRX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 10.038 | 7.754 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 3.19 | 3.25 | 98% |
| Returns for 1 year | 16.66 | 15.11 | 110% |
| Returns for 3 years | 6.26 | -1.26 | -499% |
| Returns for 5 years | 30.18 | 14.63 | 206% |
| Returns for 10 years | 43.49 | 36.01 | 121% |
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