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CAPAX vs HBLRX
CAPAX vs HBLRX Comparison
Open Charts CAPAX vs HBLRX
Federated Hermes Capital Income A
Price$8.43
Change+$0.05 (+0.60%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income R3
Price$14.29
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
CAPAX vs HBLRX Comparison Chart
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CAPAX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.5B vs. CAPAX (631M). CAPAX pays higher dividends than HBLRX: CAPAX (3.31) vs HBLRX (2.96). CAPAX was incepted earlier than HBLRX: CAPAX (37 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than CAPAX (1.10). HBLRX is a more actively managed with annual turnover of: 61.00 vs. CAPAX (31.00). HBLRX has a lower initial minimum investment than CAPAX: HBLRX (0) vs CAPAX (1500). CAPAX annual gain was more profitable for investors over the last year : 5.51 vs. HBLRX (2.79). CAPAX return over 5 years is better than : 38.05 vs. HBLRX (14.41).
| CAPAX | HBLRX | CAPAX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.28 | 70% |
| Annual Report Gross Expense Ratio | 1.10 | 1.28 | 86% |
| Fund Existence | 37 years | 15 years | - |
| Gain YTD | -2.539 | 0.138 | -1,837% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 631M | 11.5B | 5% |
| Annual Yield % from dividends | 3.31 | 2.96 | 112% |
| Returns for 1 year | 5.51 | 2.79 | 198% |
| Returns for 3 years | 11.30 | 3.34 | 338% |
| Returns for 5 years | 38.05 | 14.41 | 264% |
| Returns for 10 years | 41.73 | 25.70 | 162% |
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