CAPAX
Price
$9.30
Change
+$0.01 (+0.11%)
Updated
Oct 24 closing price
Net Assets
675.04M
HBLSX
Price
$15.23
Change
+$0.02 (+0.13%)
Updated
Oct 24 closing price
Net Assets
11.83B
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CAPAX vs HBLSX

Header iconCAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSXBanner chart's image
Federated Hermes Capital Income A
Price$9.30
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets675.04M
Hartford Balanced Income R4
Price$15.23
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
CAPAX vs HBLSX Comparison Chart in %
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CAPAX vs. HBLSX commentary
Oct 27, 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.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. CAPAX (675M). CAPAX pays higher dividends than HBLSX: CAPAX (3.39) vs HBLSX (3.18). 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 : 10.43 vs. HBLSX (3.51). CAPAX return over 5 years is better than : 37.94 vs. HBLSX (16.91).
CAPAXHBLSXCAPAX / HBLSX
Total Expense Ratio0.890.9693%
Annual Report Gross Expense Ratio1.100.96115%
Fund Existence37 years15 years-
Gain YTD10.3299.459109%
Front Load5%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets675M11.8B6%
Annual Yield % from dividends3.393.18107%
Returns for 1 year10.433.51297%
Returns for 3 years38.3623.71162%
Returns for 5 years37.9416.91224%
Returns for 10 years69.6243.84159%
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