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CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYX
Federated Hermes Capital Income A
Price$8.43
Change+$0.05 (+0.60%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income Y
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets11.55B
CAPAX vs HBLYX Comparison Chart
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CAPAX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. CAPAX (631M). 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 : 5.51 vs. HBLYX (3.39). CAPAX return over 5 years is better than : 38.05 vs. HBLYX (17.64).
| 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 | -2.539 | 0.364 | -697% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 631M | 11.5B | 5% |
| Annual Yield % from dividends | 3.31 | 3.53 | 94% |
| Returns for 1 year | 5.51 | 3.39 | 163% |
| Returns for 3 years | 11.30 | 5.23 | 216% |
| Returns for 5 years | 38.05 | 17.64 | 216% |
| Returns for 10 years | 41.73 | 32.56 | 128% |
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