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CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYX
Federated Hermes Capital Income A
Price$9.16
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets669.91M
Hartford Balanced Income Y
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
CAPAX vs HBLYX Comparison Chart in %
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CAPAX vs. HBLYX commentary
Aug 16, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. CAPAX (670M). 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 : 10.30 vs. HBLYX (4.53). CAPAX return over 5 years is better than : 36.01 vs. HBLYX (16.43).
| CAPAX | HBLYX | CAPAX / HBLYX | |
| Total Expense Ratio | 0.89 | 0.67 | 133% |
| Annual Report Gross Expense Ratio | 1.10 | 0.67 | 164% |
| Fund Existence | 37 years | 19 years | - |
| Gain YTD | 7.592 | 7.340 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 670M | 11.9B | 6% |
| Annual Yield % from dividends | 3.28 | 3.51 | 93% |
| Returns for 1 year | 10.30 | 4.53 | 227% |
| Returns for 3 years | 24.56 | 11.99 | 205% |
| Returns for 5 years | 36.01 | 16.43 | 219% |
| Returns for 10 years | 61.72 | 45.49 | 136% |
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