CAPAX
Price
$9.07
Change
+$0.02 (+0.22%)
Updated
Jul 25 closing price
Net Assets
669.1M
HBLAX
Price
$14.84
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
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CAPAX vs HBLAX

Header iconCAPAX vs HBLAX Comparison
Open Charts CAPAX vs HBLAXBanner chart's image
Federated Hermes Capital Income A
Price$9.07
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets669.1M
Hartford Balanced Income A
Price$14.84
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
CAPAX vs HBLAX Comparison Chart in %
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CAPAX vs. HBLAX commentary
Jul 27, 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 Buy and HBLAX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. CAPAX (669M). HBLAX (3.35) and CAPAX (3.28) have matching dividends . CAPAX was incepted earlier than HBLAX: CAPAX (37 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 : 11.04 vs. HBLAX (5.10). CAPAX return over 5 years is better than : 37.97 vs. HBLAX (15.05).
CAPAXHBLAXCAPAX / HBLAX
Total Expense Ratio0.890.89100%
Annual Report Gross Expense Ratio1.100.89124%
Fund Existence37 years19 years-
Gain YTD6.4196.47499%
Front Load5%6%82%
Min. Initial Investment1500200075%
Min. Initial Investment IRA250200013%
Net Assets669M11.9B6%
Annual Yield % from dividends3.283.3598%
Returns for 1 year11.045.10216%
Returns for 3 years28.3814.58195%
Returns for 5 years37.9715.05252%
Returns for 10 years60.5641.80145%
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