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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$8.71
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
CAPRX vs HBLSX Comparison Chart
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CAPRX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. CAPRX (686M). HBLSX (3.25) and CAPRX (3.19) have matching dividends . CAPRX was incepted earlier than HBLSX: CAPRX (11 years) vs HBLSX (15 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 : 12.43 vs. HBLSX (8.72). CAPRX return over 5 years is better than : 29.52 vs. HBLSX (13.56).
| CAPRX | HBLSX | CAPRX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 11.385 | 7.612 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.19 | 3.25 | 98% |
| Returns for 1 year | 12.43 | 8.72 | 143% |
| Returns for 3 years | 9.30 | 3.55 | 262% |
| Returns for 5 years | 29.52 | 13.56 | 218% |
| Returns for 10 years | 48.36 | 37.62 | 129% |
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