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CAPSX vs HBLYX
CAPSX vs HBLYX Comparison
Open Charts CAPSX vs HBLYX
Federated Hermes Capital Income IS
Price$8.71
Change-$0.13 (-1.47%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
CAPSX vs HBLYX Comparison Chart
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CAPSX vs. HBLYX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPSX (686M). 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 : 12.78 vs. HBLYX (9.02). CAPSX return over 5 years is better than : 31.88 vs. HBLYX (15.15).
| 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 | 11.834 | 7.844 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 11.8B | 6% |
| Annual Yield % from dividends | 3.51 | 3.51 | 100% |
| Returns for 1 year | 12.78 | 9.02 | 142% |
| Returns for 3 years | 10.53 | 4.49 | 234% |
| Returns for 5 years | 31.88 | 15.15 | 210% |
| Returns for 10 years | 53.95 | 41.42 | 130% |
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