Ad is loading...
Ad is loading...
CAPRX vs HBLVX
CAPRX vs HBLVX Comparison
Open Charts CAPRX vs HBLVX
Federated Hermes Capital Income R
Price$8.76
Change-$0.05 (-0.57%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPRX vs HBLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPRX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.4B vs. CAPRX (688M). 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 : 16.66 vs. HBLVX (15.66). CAPRX return over 5 years is better than : 30.18 vs. HBLVX (16.88).
| 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 | 10.038 | 8.147 | 123% |
| 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 | 3.62 | 88% |
| Returns for 1 year | 16.66 | 15.66 | 106% |
| Returns for 3 years | 6.26 | 0.03 | 24,568% |
| Returns for 5 years | 30.18 | 16.88 | 179% |
| Returns for 10 years | 43.49 | 40.71 | 107% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers