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CAPSX vs HBLIX
CAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIX
Federated Hermes Capital Income IS
Price$8.71
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$14.27
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
CAPSX vs HBLIX Comparison Chart
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CAPSX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. CAPSX (686M). 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 : 12.78 vs. HBLIX (4.61). CAPSX return over 5 years is better than : 31.88 vs. HBLIX (10.72).
| 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 | 11.834 | 4.034 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.51 | 3.59 | 98% |
| Returns for 1 year | 12.78 | 4.61 | 277% |
| Returns for 3 years | 10.53 | 0.77 | 1,363% |
| Returns for 5 years | 31.88 | 10.72 | 297% |
| Returns for 10 years | 53.95 | 35.88 | 150% |
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