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CAPSX vs HBLVX
CAPSX vs HBLVX Comparison
Open Charts CAPSX vs HBLVX
Federated Hermes Capital Income IS
Price$8.76
Change-$0.04 (-0.45%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPSX vs HBLVX Comparison Chart
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CAPSX vs. HBLVX commentary
Nov 18, 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.4B vs. CAPSX (688M). HBLVX (3.62) and CAPSX (3.51) have matching dividends . CAPSX was incepted earlier than HBLVX: CAPSX (13 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 : 17.02 vs. HBLVX (15.66). CAPSX return over 5 years is better than : 32.56 vs. HBLVX (16.88).
| CAPSX | HBLVX | CAPSX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 10.453 | 8.147 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 3.51 | 3.62 | 97% |
| Returns for 1 year | 17.02 | 15.66 | 109% |
| Returns for 3 years | 7.34 | 0.03 | 28,796% |
| Returns for 5 years | 32.56 | 16.88 | 193% |
| Returns for 10 years | 48.92 | 40.71 | 120% |
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