Ad is loading...
CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYX
Federated Hermes Capital Income A
Price$8.63
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income Y
Price$14.74
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.95B
CAPAX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPAX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. CAPAX (654M). HBLYX pays higher dividends than CAPAX: HBLYX (3.53) vs CAPAX (3.31). 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 : 5.81 vs. HBLYX (4.68). CAPAX return over 5 years is better than : 50.02 vs. HBLYX (29.93).
| 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 | -0.367 | 3.099 | -12% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 3.31 | 3.53 | 94% |
| Returns for 1 year | 5.81 | 4.68 | 124% |
| Returns for 3 years | 10.11 | 4.71 | 215% |
| Returns for 5 years | 50.02 | 29.93 | 167% |
| Returns for 10 years | 46.65 | 37.86 | 123% |
View a ticker or compare two or three
VS
VS
Ad is loading...