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CAPSX vs HBLIX
CAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIX
Federated Hermes Capital Income IS
Price$8.82
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income I
Price$14.38
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
CAPSX vs HBLIX Comparison Chart
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CAPSX vs. HBLIX commentary
Jan 19, 2025
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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. CAPSX (681M). HBLIX (3.59) and CAPSX (3.51) have matching dividends . CAPSX was incepted earlier than HBLIX: CAPSX (13 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 : 12.83 vs. HBLIX (6.30). CAPSX return over 5 years is better than : 29.73 vs. HBLIX (9.44).
| CAPSX | HBLIX | CAPSX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 1.496 | 1.410 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 12.1B | 6% |
| Annual Yield % from dividends | 3.51 | 3.59 | 98% |
| Returns for 1 year | 12.83 | 6.30 | 204% |
| Returns for 3 years | 10.77 | 1.16 | 930% |
| Returns for 5 years | 29.73 | 9.44 | 315% |
| Returns for 10 years | 54.87 | 36.30 | 151% |
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