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CAPSX vs HBLYX
CAPSX vs HBLYX Comparison
Open Charts CAPSX vs HBLYX
Federated Hermes Capital Income IS
Price$8.84
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
CAPSX vs HBLYX Comparison Chart
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CAPSX vs. HBLYX 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. CAPSX (677M). HBLYX (3.51) and CAPSX (3.51) have matching dividends . CAPSX was incepted earlier than HBLYX: CAPSX (13 years) vs HBLYX (19 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 : 11.04 vs. HBLYX (6.80). CAPSX return over 5 years is better than : 29.92 vs. HBLYX (10.09).
| CAPSX | HBLYX | CAPSX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 2.006 | 2.988 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 12.1B | 6% |
| Annual Yield % from dividends | 3.51 | 3.51 | 100% |
| Returns for 1 year | 11.04 | 6.80 | 162% |
| Returns for 3 years | 14.59 | 5.40 | 270% |
| Returns for 5 years | 29.92 | 10.09 | 297% |
| Returns for 10 years | 52.07 | 36.83 | 141% |
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