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CAPSX vs HBLYX
CAPSX vs HBLYX Comparison
Open Charts CAPSX vs HBLYX
Federated Hermes Capital Income IS
Price$8.76
Change-$0.04 (-0.45%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
CAPSX vs HBLYX Comparison Chart
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CAPSX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.4B vs. CAPSX (688M). HBLYX (3.51) and CAPSX (3.51) have matching dividends . CAPSX was incepted earlier than HBLYX: CAPSX (13 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. CAPSX (54.00). HBLYX has a lower initial minimum investment than CAPSX: HBLYX (250000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 17.02 vs. HBLYX (15.46). CAPSX return over 5 years is better than : 32.56 vs. HBLYX (16.30).
| CAPSX | HBLYX | CAPSX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 10.453 | 7.985 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 12.4B | 6% |
| Annual Yield % from dividends | 3.51 | 3.51 | 100% |
| Returns for 1 year | 17.02 | 15.46 | 110% |
| Returns for 3 years | 7.34 | -0.32 | -2,302% |
| Returns for 5 years | 32.56 | 16.30 | 200% |
| Returns for 10 years | 48.92 | 39.87 | 123% |
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