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CAPAX vs HBLAX
CAPAX vs HBLAX Comparison
Open Charts CAPAX vs HBLAX
Federated Hermes Capital Income A
Price$9.18
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets665.5M
Hartford Balanced Income A
Price$14.99
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
CAPAX vs HBLAX Comparison Chart in %
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CAPAX vs. HBLAX commentary
Nov 20, 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 CAPAX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. CAPAX (666M). CAPAX pays higher dividends than HBLAX: CAPAX (3.55) vs HBLAX (3.29). CAPAX was incepted earlier than HBLAX: CAPAX (38 years) vs HBLAX (19 years). CAPAX (1.10) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. CAPAX (31.00). HBLAX initial investment is less costly to investors than CAPAX (5%) vs CAPAX (5%). CAPAX has a lower initial minimum investment than HBLAX: CAPAX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPAX: HBLAX (2000) vs CAPAX (250). CAPAX annual gain was more profitable for investors over the last year : 8.63 vs. HBLAX (2.80). CAPAX return over 5 years is better than : 31.97 vs. HBLAX (12.35).
| CAPAX | HBLAX | CAPAX / HBLAX | |
| Total Expense Ratio | 0.89 | 0.89 | 100% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 38 years | 19 years | - |
| Gain YTD | 8.905 | 8.289 | 107% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 666M | 11.6B | 6% |
| Annual Yield % from dividends | 3.55 | 3.29 | 108% |
| Returns for 1 year | 8.63 | 2.80 | 308% |
| Returns for 3 years | 32.49 | 16.34 | 199% |
| Returns for 5 years | 31.97 | 12.35 | 259% |
| Returns for 10 years | 68.52 | 43.01 | 159% |
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