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CAPRX vs HBLVX
CAPRX vs HBLVX Comparison
Open Charts CAPRX vs HBLVX
Federated Hermes Capital Income R
Price$8.84
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.46
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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CAPRX vs HBLVX Comparison Chart
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CAPRX vs. HBLVX 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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.7B vs. CAPRX (697M). HBLVX pays higher dividends than CAPRX: HBLVX (3.62) vs CAPRX (3.19). CAPRX was incepted earlier than HBLVX: CAPRX (11 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). CAPRX (0) and HBLVX (0) have matching initial minimum investment requirements. CAPRX annual gain was more profitable for investors over the last year : 22.07 vs. HBLVX (20.34). CAPRX return over 5 years is better than : 32.82 vs. HBLVX (20.09).
| CAPRX | HBLVX | CAPRX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 10.851 | 9.564 | 113% |
| 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 | 3.62 | 88% |
| Returns for 1 year | 22.07 | 20.34 | 108% |
| Returns for 3 years | 8.32 | 2.18 | 381% |
| Returns for 5 years | 32.82 | 20.09 | 163% |
| Returns for 10 years | 47.65 | N/A | - |
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