Ad is loading...
CAPSX vs HBLIX
CAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIX
Federated Hermes Capital Income IS
Price$8.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$15.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CAPSX vs HBLIX Comparison Chart
Loading...
CAPSX vs. HBLIX 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.7B vs. CAPSX (696M). HBLIX (3.59) and CAPSX (3.51) have matching dividends . CAPSX was incepted earlier than HBLIX: CAPSX (12 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. CAPSX (54.00). HBLIX has a lower initial minimum investment than CAPSX: HBLIX (2000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 17.54 vs. HBLIX (15.00). CAPSX return over 5 years is better than : 33.88 vs. HBLIX (18.56).
| CAPSX | HBLIX | CAPSX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 10.018 | 8.695 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 12.7B | 5% |
| Annual Yield % from dividends | 3.51 | 3.59 | 98% |
| Returns for 1 year | 17.54 | 15.00 | 117% |
| Returns for 3 years | 9.03 | 1.19 | 757% |
| Returns for 5 years | 33.88 | 18.56 | 183% |
| Returns for 10 years | 46.75 | 41.25 | 113% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers