Interact to see
Advertisement
Advertisement
CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYX
Federated Hermes Capital Income A
Price$8.74
Change-$0.06 (-0.68%)
VolumeN/A
Net Assets650.3M
Hartford Balanced Income Y
Price$14.84
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
CAPAX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPAX vs. HBLYX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPAX (650M). HBLYX pays higher dividends than CAPAX: HBLYX (3.53) vs CAPAX (3.34). 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 : 7.33 vs. HBLYX (4.74). CAPAX return over 5 years is better than : 36.35 vs. HBLYX (17.48).
| 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 | 1.985 | 4.081 | 49% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 650M | 11.8B | 6% |
| Annual Yield % from dividends | 3.34 | 3.53 | 95% |
| Returns for 1 year | 7.33 | 4.74 | 155% |
| Returns for 3 years | 25.89 | 16.70 | 155% |
| Returns for 5 years | 36.35 | 17.48 | 208% |
| Returns for 10 years | 50.98 | 40.09 | 127% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DGBCX | 8.51 | -0.06 | -0.70% |
| BNY Mellon Developed Markets RE Scs - C | |||
| PJDAX | 17.63 | -0.17 | -0.96% |
| PGIM Jennison Rising Dividend A | |||
| CMEUX | 21.05 | -0.23 | -1.08% |
| Six Circles Mgd Eq Port US Uncons | |||
| MGISX | 35.46 | -0.54 | -1.50% |
| Morgan Stanley Inst Global Franchise R6 | |||
| CWVIX | 26.75 | -0.53 | -1.94% |
| Calvert International Equity I | |||