Ad is loading...
Ad is loading...
CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$8.76
Change-$0.05 (-0.57%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPRX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPRX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.4B vs. CAPRX (688M). HBLYX pays higher dividends than CAPRX: HBLYX (3.51) vs CAPRX (3.19). CAPRX was incepted earlier than HBLYX: CAPRX (11 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). CAPRX has a lower initial minimum investment than HBLYX: CAPRX (0) vs HBLYX (250000). CAPRX annual gain was more profitable for investors over the last year : 16.66 vs. HBLYX (15.46). CAPRX return over 5 years is better than : 30.18 vs. HBLYX (16.30).
| CAPRX | HBLYX | CAPRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 10.038 | 7.985 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 3.19 | 3.51 | 91% |
| Returns for 1 year | 16.66 | 15.46 | 108% |
| Returns for 3 years | 6.26 | -0.32 | -1,964% |
| Returns for 5 years | 30.18 | 16.30 | 185% |
| Returns for 10 years | 43.49 | 39.87 | 109% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GXLM | 28.24 | 3.24 | +12.96% |
| Grayscale Stellar Lumens Trust (XLM) | |||
| FLBL | 24.30 | 0.02 | +0.08% |
| Franklin Senior Loan ETF | |||
| HEFA | 34.80 | -0.18 | -0.51% |
| iShares Currency Hedged MSCI EAFE ETF | |||
| RPHS | 10.52 | -0.12 | -1.15% |
| Regents Park Hedged Market Strategy ETF | |||
| FLRG | 34.47 | -0.44 | -1.27% |
| Fidelity U.S. Multifactor ETF | |||