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CAPSX vs HBLVX
CAPSX vs HBLVX Comparison
Open Charts CAPSX vs HBLVX
Federated Hermes Capital Income IS
Price$8.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CAPSX vs HBLVX Comparison Chart
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CAPSX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.7B vs. CAPSX (696M). HBLVX (3.62) and CAPSX (3.51) have matching dividends . CAPSX was incepted earlier than HBLVX: CAPSX (12 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. CAPSX (54.00). HBLVX has a lower initial minimum investment than CAPSX: HBLVX (0) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 17.54 vs. HBLVX (15.10). CAPSX return over 5 years is better than : 33.88 vs. HBLVX (19.10).
| CAPSX | HBLVX | CAPSX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 10.018 | 8.757 | 114% |
| 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 | 3.62 | 97% |
| Returns for 1 year | 17.54 | 15.10 | 116% |
| Returns for 3 years | 9.03 | 1.55 | 584% |
| Returns for 5 years | 33.88 | 19.10 | 177% |
| Returns for 10 years | 46.75 | N/A | - |
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