CAPAX
Price
$8.98
Change
+$0.02 (+0.22%)
Updated
Jul 3 closing price
Net Assets
665.51M
HBLSX
Price
$14.88
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
Interact to see
Advertisement

CAPAX vs HBLSX

Header iconCAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSXBanner chart's image
Federated Hermes Capital Income A
Price$8.98
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets665.51M
Hartford Balanced Income R4
Price$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
CAPAX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CAPAX vs. HBLSX commentary
Jul 06, 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 HBLSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. CAPAX (666M). CAPAX (3.28) and HBLSX (3.24) have matching dividends . CAPAX was incepted earlier than HBLSX: CAPAX (37 years) vs HBLSX (15 years). CAPAX (1.10) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. CAPAX (31.00). HBLSX has a lower initial minimum investment than CAPAX: HBLSX (0) vs CAPAX (1500). CAPAX annual gain was more profitable for investors over the last year : 10.04 vs. HBLSX (6.57). CAPAX return over 5 years is better than : 39.51 vs. HBLSX (17.66).
CAPAXHBLSXCAPAX / HBLSX
Total Expense Ratio0.890.9693%
Annual Report Gross Expense Ratio1.100.96115%
Fund Existence37 years15 years-
Gain YTD5.0896.09683%
Front Load5%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets666M12B6%
Annual Yield % from dividends3.283.24101%
Returns for 1 year10.046.57153%
Returns for 3 years27.7315.97174%
Returns for 5 years39.5117.66224%
Returns for 10 years57.1740.59141%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
LNT61.530.77
+1.27%
Alliant Energy Corp
TBMC11.730.07
+0.60%
Trailblazer Merger Corp
TIXT3.73N/A
N/A
TELUS International (Cda)
SKYT10.88-0.07
-0.64%
SkyWater Technology
SSY0.87-0.04
-4.43%
SunLink Health Systems