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CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
Federated Hermes Capital Income A
Price$9.18
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets665.5M
Hartford Balanced Income R4
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
CAPAX vs HBLSX Comparison Chart in %
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CAPAX vs. HBLSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. CAPAX (666M). CAPAX pays higher dividends than HBLSX: CAPAX (3.55) vs HBLSX (3.19). CAPAX was incepted earlier than HBLSX: CAPAX (38 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 : 8.63 vs. HBLSX (2.69). CAPAX return over 5 years is better than : 31.97 vs. HBLSX (11.95).
| CAPAX | HBLSX | CAPAX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 1.10 | 0.96 | 115% |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 8.905 | 8.238 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 666M | 11.6B | 6% |
| Annual Yield % from dividends | 3.55 | 3.19 | 112% |
| Returns for 1 year | 8.63 | 2.69 | 321% |
| Returns for 3 years | 32.49 | 16.10 | 202% |
| Returns for 5 years | 31.97 | 11.95 | 267% |
| Returns for 10 years | 68.52 | 42.34 | 162% |
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