Interact to see
Advertisement
Advertisement
CAPAX vs HBLAX
CAPAX vs HBLAX Comparison
Open Charts CAPAX vs HBLAX
Federated Hermes Capital Income A
Price$9.16
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets669.91M
Hartford Balanced Income A
Price$14.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
CAPAX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPAX vs. HBLAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. CAPAX (670M). 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 : 10.30 vs. HBLAX (4.24). CAPAX return over 5 years is better than : 36.01 vs. HBLAX (15.06).
| CAPAX | HBLAX | CAPAX / HBLAX | |
| Total Expense Ratio | 0.89 | 0.89 | 100% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 37 years | 19 years | - |
| Gain YTD | 7.592 | 7.120 | 107% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 670M | 11.9B | 6% |
| Annual Yield % from dividends | 3.28 | 3.35 | 98% |
| Returns for 1 year | 10.30 | 4.24 | 243% |
| Returns for 3 years | 24.56 | 11.17 | 220% |
| Returns for 5 years | 36.01 | 15.06 | 239% |
| Returns for 10 years | 61.72 | 41.91 | 147% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| YSEP | 24.95 | 0.06 | +0.24% |
| FT Vest Intl Eq Mod Bfr ETF Sep | |||
| ASG | 5.48 | -0.02 | -0.36% |
| Liberty All-Star Growth FD | |||
| BBMC | 100.95 | -0.41 | -0.41% |
| JPMorgan BetaBuilders US Mid Cap Eq ETF | |||
| MSSM | 48.45 | -0.26 | -0.54% |
| Morgan Stanley Pathway Sm-Md Cp Eq ETF | |||
| ARKA | 72.08 | -0.69 | -0.95% |
| Ark 21Shares Active Bitcoin Futs StgyETF | |||