Interact to see
Advertisement
Advertisement
CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYX
Federated Hermes Capital Income A
Price$9.27
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets677.67M
Hartford Balanced Income Y
Price$15.33
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
CAPAX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPAX vs. HBLYX commentary
Oct 05, 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: 11.9B vs. CAPAX (678M). HBLYX (3.44) and CAPAX (3.39) have matching dividends . 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 : 9.28 vs. HBLYX (3.05). CAPAX return over 5 years is better than : 38.97 vs. HBLYX (19.95).
| 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 | 9.358 | 9.119 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 678M | 11.9B | 6% |
| Annual Yield % from dividends | 3.39 | 3.44 | 99% |
| Returns for 1 year | 9.28 | 3.05 | 304% |
| Returns for 3 years | 36.49 | 22.65 | 161% |
| Returns for 5 years | 38.97 | 19.95 | 195% |
| Returns for 10 years | 71.28 | 51.31 | 139% |
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 | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| T.X | 0.015921 | 0.000102 | +0.64% |
| Threshold cryptocurrency | |||
| TIA.X | 1.505113 | 0.001743 | +0.12% |
| Celestia cryptocurrency | |||
| PSG.X | 1.573518 | -0.009631 | -0.61% |
| Paris Saint-Germain Fan Token cryptocurrency | |||
| SAGA.X | 0.219281 | -0.005481 | -2.44% |
| Saga cryptocurrency | |||
| LINA.X | 0.000008 | -0.000001 | -13.31% |
| Linear Finance cryptocurrency | |||