Interact to see
Advertisement
Advertisement
CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$8.62
Change-$0.09 (-1.03%)
VolumeN/A
Net Assets651.69M
Hartford Balanced Income A
Price$14.32
Change-$0.15 (-1.04%)
VolumeN/A
Net Assets11.77B
CAPCX vs HBLAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPCX vs. HBLAX commentary
May 22, 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 CAPCX is a Buy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CAPCX (652M). HBLAX pays higher dividends than CAPCX: HBLAX (3.41) vs CAPCX (2.54). CAPCX was incepted earlier than HBLAX: CAPCX (32 years) vs HBLAX (19 years). CAPCX (1.85) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than HBLAX: CAPCX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPCX: HBLAX (2000) vs CAPCX (250). CAPCX annual gain was more profitable for investors over the last year : 4.84 vs. HBLAX (2.73). CAPCX return over 5 years is better than : 31.82 vs. HBLAX (18.13).
| CAPCX | HBLAX | CAPCX / HBLAX | |
| Total Expense Ratio | 1.73 | 0.89 | 194% |
| Annual Report Gross Expense Ratio | 1.85 | 0.89 | 208% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -0.023 | 2.946 | -1% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 652M | 11.8B | 6% |
| Annual Yield % from dividends | 2.54 | 3.41 | 74% |
| Returns for 1 year | 4.84 | 2.73 | 177% |
| Returns for 3 years | 16.40 | 10.50 | 156% |
| Returns for 5 years | 31.82 | 18.13 | 175% |
| Returns for 10 years | 35.72 | 33.60 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers