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CAPRX vs HBLYX
CAPRX vs HBLYX Comparison
Open Charts CAPRX vs HBLYX
Federated Hermes Capital Income R
Price$8.71
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
CAPRX vs HBLYX Comparison Chart
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CAPRX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPRX (686M). 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 : 12.43 vs. HBLYX (9.02). CAPRX return over 5 years is better than : 29.52 vs. HBLYX (15.15).
| 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 | 11.385 | 7.844 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.19 | 3.51 | 91% |
| Returns for 1 year | 12.43 | 9.02 | 138% |
| Returns for 3 years | 9.30 | 4.49 | 207% |
| Returns for 5 years | 29.52 | 15.15 | 195% |
| Returns for 10 years | 48.36 | 41.42 | 117% |
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