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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$9.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets681.63M
Hartford Balanced Income A
Price$15.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
CAPCX vs HBLAX Comparison Chart in %
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CAPCX vs. HBLAX commentary
Sep 17, 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 StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. CAPCX (682M). HBLAX pays higher dividends than CAPCX: HBLAX (3.28) vs CAPCX (2.44). 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 : 8.78 vs. HBLAX (2.53). CAPCX return over 5 years is better than : 32.47 vs. HBLAX (16.36).
| 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 | 8.838 | 8.555 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 682M | 12B | 6% |
| Annual Yield % from dividends | 2.44 | 3.28 | 74% |
| Returns for 1 year | 8.78 | 2.53 | 348% |
| Returns for 3 years | 30.66 | 19.23 | 159% |
| Returns for 5 years | 32.47 | 16.36 | 198% |
| Returns for 10 years | 57.87 | 48.02 | 121% |
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