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CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
Federated Hermes Capital Income A
Price$9.16
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets669.91M
Hartford Balanced Income R4
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
CAPAX vs HBLSX Comparison Chart in %
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CAPAX vs. HBLSX commentary
Aug 16, 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 Hold and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. CAPAX (670M). 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 : 10.30 vs. HBLSX (4.12). CAPAX return over 5 years is better than : 36.01 vs. HBLSX (14.65).
| 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 | 7.592 | 7.094 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 670M | 11.9B | 6% |
| Annual Yield % from dividends | 3.28 | 3.24 | 101% |
| Returns for 1 year | 10.30 | 4.12 | 250% |
| Returns for 3 years | 24.56 | 10.88 | 226% |
| Returns for 5 years | 36.01 | 14.65 | 246% |
| Returns for 10 years | 61.72 | 41.39 | 149% |
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