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CAPAX vs HBLAX
CAPAX vs HBLAX Comparison
Open Charts CAPAX vs HBLAX
Federated Hermes Capital Income A
Price$8.63
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income A
Price$14.51
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets11.95B
CAPAX vs HBLAX Comparison Chart
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CAPAX vs. HBLAX commentary
Apr 03, 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.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. CAPAX (654M). 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 : 5.81 vs. HBLAX (4.31). CAPAX return over 5 years is better than : 50.02 vs. HBLAX (28.39).
| 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 | -0.367 | 2.946 | -12% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 3.31 | 3.37 | 98% |
| Returns for 1 year | 5.81 | 4.31 | 135% |
| Returns for 3 years | 10.11 | 3.91 | 259% |
| Returns for 5 years | 50.02 | 28.39 | 176% |
| Returns for 10 years | 46.65 | 34.49 | 135% |
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