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CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
Federated Hermes Capital Income A
Price$8.74
Change-$0.06 (-0.68%)
VolumeN/A
Net Assets650.3M
Hartford Balanced Income R4
Price$14.69
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
CAPAX vs HBLSX Comparison Chart
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CAPAX vs. HBLSX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. CAPAX (650M). CAPAX (3.34) and HBLSX (3.26) 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 : 7.33 vs. HBLSX (4.40). CAPAX return over 5 years is better than : 36.35 vs. HBLSX (15.74).
| CAPAX | HBLSX | CAPAX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 1.10 | 0.96 | 115% |
| Fund Existence | 37 years | 15 years | - |
| Gain YTD | 1.985 | 3.887 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 650M | 11.8B | 6% |
| Annual Yield % from dividends | 3.34 | 3.26 | 102% |
| Returns for 1 year | 7.33 | 4.40 | 167% |
| Returns for 3 years | 25.89 | 15.57 | 166% |
| Returns for 5 years | 36.35 | 15.74 | 231% |
| Returns for 10 years | 50.98 | 36.15 | 141% |
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