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CAPAX vs HBLSX
CAPAX vs HBLSX Comparison
Open Charts CAPAX vs HBLSX
Federated Hermes Capital Income A
Price$8.43
Change+$0.05 (+0.60%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income R4
Price$14.30
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
CAPAX vs HBLSX Comparison Chart
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CAPAX vs. HBLSX commentary
Apr 25, 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: 11.5B vs. CAPAX (631M). 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 : 5.51 vs. HBLSX (3.11). CAPAX return over 5 years is better than : 38.05 vs. HBLSX (15.97).
| 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 | -2.539 | 0.281 | -904% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 631M | 11.5B | 5% |
| Annual Yield % from dividends | 3.31 | 3.26 | 101% |
| Returns for 1 year | 5.51 | 3.11 | 177% |
| Returns for 3 years | 11.30 | 4.27 | 265% |
| Returns for 5 years | 38.05 | 15.97 | 238% |
| Returns for 10 years | 41.73 | 28.95 | 144% |
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