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CAPSX vs HBLSX
CAPSX vs HBLSX Comparison
Open Charts CAPSX vs HBLSX
Federated Hermes Capital Income IS
Price$8.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CAPSX vs HBLSX Comparison Chart
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CAPSX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.7B vs. CAPSX (696M). CAPSX pays higher dividends than HBLSX: CAPSX (3.51) vs HBLSX (3.25). CAPSX was incepted earlier than HBLSX: CAPSX (12 years) vs HBLSX (14 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. CAPSX (54.00). HBLSX has a lower initial minimum investment than CAPSX: HBLSX (0) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 17.54 vs. HBLSX (14.63). CAPSX return over 5 years is better than : 33.88 vs. HBLSX (16.95).
| CAPSX | HBLSX | CAPSX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 10.018 | 8.476 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 12.7B | 5% |
| Annual Yield % from dividends | 3.51 | 3.25 | 108% |
| Returns for 1 year | 17.54 | 14.63 | 120% |
| Returns for 3 years | 9.03 | 0.26 | 3,529% |
| Returns for 5 years | 33.88 | 16.95 | 200% |
| Returns for 10 years | 46.75 | 37.93 | 123% |
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