Ad is loading...
CAPSX vs HBLIX
CAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIX
Federated Hermes Capital Income IS
Price$8.84
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income I
Price$14.60
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
CAPSX vs HBLIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPSX vs. HBLIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. CAPSX (677M). 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 : 11.04 vs. HBLIX (6.79). CAPSX return over 5 years is better than : 29.92 vs. HBLIX (10.03).
| 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 | 2.006 | 2.962 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 12.1B | 6% |
| Annual Yield % from dividends | 3.51 | 3.59 | 98% |
| Returns for 1 year | 11.04 | 6.79 | 163% |
| Returns for 3 years | 14.59 | 5.38 | 271% |
| Returns for 5 years | 29.92 | 10.03 | 298% |
| Returns for 10 years | 52.07 | 36.36 | 143% |
View a ticker or compare two or three
VS
VS
Ad is loading...