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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$8.71
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
CAPSX vs HBLAX Comparison Chart
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CAPSX vs. HBLAX 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 CAPSX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CAPSX (686M). CAPSX (3.51) and HBLAX (3.35) have matching dividends . CAPSX was incepted earlier than HBLAX: CAPSX (13 years) vs HBLAX (18 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. CAPSX (54.00). HBLAX has a lower initial minimum investment than CAPSX: HBLAX (2000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 12.78 vs. HBLAX (8.79). CAPSX return over 5 years is better than : 31.88 vs. HBLAX (13.84).
| CAPSX | HBLAX | CAPSX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 11.834 | 7.649 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.51 | 3.35 | 105% |
| Returns for 1 year | 12.78 | 8.79 | 145% |
| Returns for 3 years | 10.53 | 3.77 | 279% |
| Returns for 5 years | 31.88 | 13.84 | 230% |
| Returns for 10 years | 53.95 | 38.11 | 142% |
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