Interact to see
Advertisement
Advertisement
CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$9.33
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets665.5M
Hartford Balanced Income A
Price$15.23
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets11.69B
CAPCX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPCX vs. HBLAX commentary
Nov 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. CAPCX (666M). HBLAX pays higher dividends than CAPCX: HBLAX (3.29) vs CAPCX (2.76). CAPCX was incepted earlier than HBLAX: CAPCX (33 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 : 8.28 vs. HBLAX (2.88). CAPCX return over 5 years is better than : 27.66 vs. HBLAX (12.46).
| CAPCX | HBLAX | CAPCX / HBLAX | |
| Total Expense Ratio | 1.73 | 0.89 | 194% |
| Annual Report Gross Expense Ratio | 1.85 | 0.89 | 208% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 10.211 | 9.663 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 666M | 11.7B | 6% |
| Annual Yield % from dividends | 2.76 | 3.29 | 84% |
| Returns for 1 year | 8.28 | 2.88 | 288% |
| Returns for 3 years | 30.15 | 15.79 | 191% |
| Returns for 5 years | 27.66 | 12.46 | 222% |
| Returns for 10 years | 59.23 | 44.82 | 132% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IGME | 29.30 | 0.54 | +1.89% |
| Bitwise GME Option Income Strategy ETF | |||
| MDY | 602.50 | 3.62 | +0.60% |
| SPDR® S&P MIDCAP 400 ETF Trust | |||
| MDLV | 28.39 | 0.16 | +0.55% |
| Morgan Dempsey Large Cap Value ETF | |||
| PFEB | 40.21 | 0.11 | +0.27% |
| Innovator US Equity Power Bffr ETF™ Feb | |||
| JHMB | 22.32 | 0.02 | +0.09% |
| JHancock Mortgage Backed Sec ETF | |||