CAPAX
Price
$8.43
Change
+$0.05 (+0.60%)
Updated
Apr 24 closing price
Net Assets
631.35M
HBLAX
Price
$14.21
Change
+$0.12 (+0.85%)
Updated
Apr 24 closing price
Net Assets
11.55B
Ad is loading...

CAPAX vs HBLAX

Header iconCAPAX vs HBLAX Comparison
Open Charts CAPAX vs HBLAXBanner chart's image
Federated Hermes Capital Income A
Price$8.43
Change+$0.05 (+0.60%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income A
Price$14.21
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
CAPAX vs HBLAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CAPAX vs. HBLAX commentary
Apr 25, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. CAPAX (631M). HBLAX (3.37) and CAPAX (3.31) 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 : 5.51 vs. HBLAX (3.15). CAPAX return over 5 years is better than : 38.05 vs. HBLAX (16.27).
CAPAXHBLAXCAPAX / HBLAX
Total Expense Ratio0.890.89100%
Annual Report Gross Expense Ratio1.100.89124%
Fund Existence37 years19 years-
Gain YTD-2.5390.242-1,048%
Front Load5%6%82%
Min. Initial Investment1500200075%
Min. Initial Investment IRA250200013%
Net Assets631M11.5B5%
Annual Yield % from dividends3.313.3798%
Returns for 1 year5.513.15175%
Returns for 3 years11.304.50251%
Returns for 5 years38.0516.27234%
Returns for 10 years41.7329.43142%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JORCX16.06N/A
N/A
Janus Henderson Global Select C
FNCRX27.32N/A
N/A
Franklin Natural Resources C
MWOHX57.37N/A
N/A
MFS Global Growth R3
MIEJX36.21N/A
N/A
MFS International Equity A
GLNNX22.50N/A
N/A
MFS Global New Discovery R6