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CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
Federated Hermes Capital Income A
Price$8.63
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income R4
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.95B
CAPAX vs HBLSX Comparison Chart
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CAPAX vs. HBLSX commentary
Apr 03, 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.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. CAPAX (654M). CAPAX (3.31) 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 : 5.81 vs. HBLSX (4.26). CAPAX return over 5 years is better than : 50.02 vs. HBLSX (28.09).
| 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 | -0.367 | 2.968 | -12% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 3.31 | 3.26 | 101% |
| Returns for 1 year | 5.81 | 4.26 | 136% |
| Returns for 3 years | 10.11 | 3.68 | 275% |
| Returns for 5 years | 50.02 | 28.09 | 178% |
| Returns for 10 years | 46.65 | 34.06 | 137% |
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