Ad is loading...
CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$8.44
Change+$0.06 (+0.72%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income A
Price$14.21
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
CAPCX vs HBLAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPCX vs. HBLAX commentary
Apr 25, 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: 11.5B vs. CAPCX (631M). HBLAX pays higher dividends than CAPCX: HBLAX (3.37) vs CAPCX (2.48). 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 : 4.52 vs. HBLAX (3.15). CAPCX return over 5 years is better than : 32.41 vs. HBLAX (16.27).
| 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 | -2.806 | 0.242 | -1,158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 631M | 11.5B | 5% |
| Annual Yield % from dividends | 2.48 | 3.37 | 74% |
| Returns for 1 year | 4.52 | 3.15 | 144% |
| Returns for 3 years | 8.42 | 4.50 | 187% |
| Returns for 5 years | 32.41 | 16.27 | 199% |
| Returns for 10 years | 31.47 | 29.43 | 107% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers