CAPAX
Price
$8.98
Change
+$0.02 (+0.22%)
Updated
Jul 3 closing price
Net Assets
665.51M
HBLYX
Price
$15.02
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
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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$8.98
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets665.51M
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
CAPAX vs HBLYX Comparison Chart in %
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CAPAX vs. HBLYX commentary
Jul 06, 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: 12B vs. CAPAX (666M). 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 : 10.04 vs. HBLYX (6.98). CAPAX return over 5 years is better than : 39.51 vs. HBLYX (19.46).
CAPAXHBLYXCAPAX / HBLYX
Total Expense Ratio0.890.67133%
Annual Report Gross Expense Ratio1.100.67164%
Fund Existence37 years19 years-
Gain YTD5.0896.27881%
Front Load5%N/A-
Min. Initial Investment15002500001%
Min. Initial Investment IRA250N/A-
Net Assets666M12B6%
Annual Yield % from dividends3.283.5193%
Returns for 1 year10.046.98144%
Returns for 3 years27.7317.09162%
Returns for 5 years39.5119.46203%
Returns for 10 years57.1744.69128%
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