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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$9.15
Change-$0.06 (-0.65%)
VolumeN/A
Net Assets677.23M
Hartford Balanced Income A
Price$15.01
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets12B
CAPCX vs HBLAX Comparison Chart in %
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CAPCX vs. HBLAX commentary
Aug 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. CAPCX (677M). 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 : 8.85 vs. HBLAX (3.61). CAPCX return over 5 years is better than : 30.51 vs. HBLAX (16.29).
| 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 | 7.901 | 8.196 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 677M | 12B | 6% |
| Annual Yield % from dividends | 2.48 | 3.35 | 74% |
| Returns for 1 year | 8.85 | 3.61 | 245% |
| Returns for 3 years | 25.94 | 15.39 | 169% |
| Returns for 5 years | 30.51 | 16.29 | 187% |
| Returns for 10 years | 55.11 | 46.96 | 117% |
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