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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$8.45
Change-$0.19 (-2.20%)
VolumeN/A
Net Assets655.88M
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
CAPCX vs HBLAX Comparison Chart
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CAPCX vs. HBLAX commentary
Apr 04, 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 Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. CAPCX (656M). 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). HBLAX annual gain was more profitable for investors over the last year : 4.60 vs. CAPCX (3.35). CAPCX return over 5 years is better than : 42.61 vs. HBLAX (28.74).
| 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 | -2.192 | 3.230 | -68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 656M | 12B | 5% |
| Annual Yield % from dividends | 2.48 | 3.37 | 74% |
| Returns for 1 year | 3.35 | 4.60 | 73% |
| Returns for 3 years | 5.51 | 4.33 | 127% |
| Returns for 5 years | 42.61 | 28.74 | 148% |
| Returns for 10 years | 33.35 | 34.56 | 96% |
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