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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$9.00
Change-$0.04 (-0.44%)
VolumeN/A
Net Assets665.56M
Hartford Balanced Income A
Price$14.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
CAPCX vs HBLAX Comparison Chart in %
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CAPCX vs. HBLAX commentary
Aug 02, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CAPCX (666M). HBLAX pays higher dividends than CAPCX: HBLAX (3.35) 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 : 8.48 vs. HBLAX (2.98). CAPCX return over 5 years is better than : 31.05 vs. HBLAX (13.97).
| 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 | 5.551 | 5.398 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 666M | 11.8B | 6% |
| Annual Yield % from dividends | 2.48 | 3.35 | 74% |
| Returns for 1 year | 8.48 | 2.98 | 284% |
| Returns for 3 years | 22.46 | 11.86 | 189% |
| Returns for 5 years | 31.05 | 13.97 | 222% |
| Returns for 10 years | 47.49 | 39.74 | 120% |