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CAPRX vs HBLTX
CAPRX vs HBLTX Comparison
Open Charts CAPRX vs HBLTX
Federated Hermes Capital Income R
Price$8.84
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.35
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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CAPRX vs HBLTX Comparison Chart
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CAPRX vs. HBLTX 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.7B vs. CAPRX (697M). HBLTX pays higher dividends than CAPRX: HBLTX (3.54) vs CAPRX (3.19). CAPRX was incepted earlier than HBLTX: CAPRX (11 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). CAPRX (0) and HBLTX (0) have matching initial minimum investment requirements. CAPRX annual gain was more profitable for investors over the last year : 22.07 vs. HBLTX (20.21). CAPRX return over 5 years is better than : 32.82 vs. HBLTX (19.45).
| CAPRX | HBLTX | CAPRX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 10.851 | 9.481 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 12.7B | 5% |
| Annual Yield % from dividends | 3.19 | 3.54 | 90% |
| Returns for 1 year | 22.07 | 20.21 | 109% |
| Returns for 3 years | 8.32 | 1.82 | 457% |
| Returns for 5 years | 32.82 | 19.45 | 169% |
| Returns for 10 years | 47.65 | 45.46 | 105% |
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