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CAPSX vs HBLFX
CAPSX vs HBLFX Comparison
Open Charts CAPSX vs HBLFX
Federated Hermes Capital Income IS
Price$8.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CAPSX vs HBLFX Comparison Chart
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CAPSX vs. HBLFX commentary
Sep 21, 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 StrongBuy and HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.7B vs. CAPSX (696M). HBLFX (3.67) and CAPSX (3.51) have matching dividends . CAPSX was incepted earlier than HBLFX: CAPSX (12 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. CAPSX (54.00). CAPSX (1000000) and HBLFX (1000000) have matching initial minimum investment requirements. CAPSX annual gain was more profitable for investors over the last year : 17.54 vs. HBLFX (15.08). CAPSX return over 5 years is better than : 33.88 vs. HBLFX (18.98).
| CAPSX | HBLFX | CAPSX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 10.018 | 8.734 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 12.7B | 5% |
| Annual Yield % from dividends | 3.51 | 3.67 | 96% |
| Returns for 1 year | 17.54 | 15.08 | 116% |
| Returns for 3 years | 9.03 | 1.45 | 624% |
| Returns for 5 years | 33.88 | 18.98 | 179% |
| Returns for 10 years | 46.75 | N/A | - |
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