CAPAX
Price
$9.07
Change
+$0.02 (+0.22%)
Updated
Jul 25 closing price
Net Assets
669.1M
HBLYX
Price
$15.08
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
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CAPAX vs HBLYX

Header iconCAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYXBanner chart's image
Federated Hermes Capital Income A
Price$9.07
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets669.1M
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
CAPAX vs HBLYX Comparison Chart in %
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CAPAX vs. HBLYX commentary
Jul 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 HBLYX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. CAPAX (669M). HBLYX pays higher dividends than CAPAX: HBLYX (3.51) vs CAPAX (3.28). CAPAX was incepted earlier than HBLYX: CAPAX (37 years) vs HBLYX (19 years). CAPAX (1.10) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPAX (31.00). CAPAX has a lower initial minimum investment than HBLYX: CAPAX (1500) vs HBLYX (250000). CAPAX annual gain was more profitable for investors over the last year : 11.04 vs. HBLYX (5.38). CAPAX return over 5 years is better than : 37.97 vs. HBLYX (16.51).
CAPAXHBLYXCAPAX / HBLYX
Total Expense Ratio0.890.67133%
Annual Report Gross Expense Ratio1.100.67164%
Fund Existence37 years19 years-
Gain YTD6.4196.70396%
Front Load5%N/A-
Min. Initial Investment15002500001%
Min. Initial Investment IRA250N/A-
Net Assets669M11.9B6%
Annual Yield % from dividends3.283.5193%
Returns for 1 year11.045.38205%
Returns for 3 years28.3815.46184%
Returns for 5 years37.9716.51230%
Returns for 10 years60.5645.27134%
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