CAPAX
Price
$9.27
Change
+$0.02 (+0.22%)
Updated
Oct 3 closing price
Net Assets
677.67M
HBLAX
Price
$15.09
Change
+$0.04 (+0.27%)
Updated
Oct 3 closing price
Net Assets
11.9B
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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$9.27
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets677.67M
Hartford Balanced Income A
Price$15.09
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
CAPAX vs HBLAX Comparison Chart in %
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CAPAX vs. HBLAX commentary
Oct 05, 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 (678M). CAPAX (3.39) and HBLAX (3.29) 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 : 9.28 vs. HBLAX (2.81). CAPAX return over 5 years is better than : 38.97 vs. HBLAX (18.48).
CAPAXHBLAXCAPAX / HBLAX
Total Expense Ratio0.890.89100%
Annual Report Gross Expense Ratio1.100.89124%
Fund Existence37 years19 years-
Gain YTD9.3588.868106%
Front Load5%6%82%
Min. Initial Investment1500200075%
Min. Initial Investment IRA250200013%
Net Assets678M11.9B6%
Annual Yield % from dividends3.393.29103%
Returns for 1 year9.282.81331%
Returns for 3 years36.4921.74168%
Returns for 5 years38.9718.48211%
Returns for 10 years71.2847.63150%
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