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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$8.75
Change-$0.05 (-0.57%)
VolumeN/A
Net Assets650.3M
Hartford Balanced Income A
Price$14.60
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets11.79B
CAPCX vs HBLAX Comparison Chart
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CAPCX vs. HBLAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CAPCX (650M). HBLAX pays higher dividends than CAPCX: HBLAX (3.37) vs CAPCX (2.52). 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 : 6.57 vs. HBLAX (4.44). CAPCX return over 5 years is better than : 30.93 vs. HBLAX (16.05).
| 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 | 1.748 | 3.871 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 650M | 11.8B | 6% |
| Annual Yield % from dividends | 2.52 | 3.37 | 75% |
| Returns for 1 year | 6.57 | 4.44 | 148% |
| Returns for 3 years | 23.08 | 15.81 | 146% |
| Returns for 5 years | 30.93 | 16.05 | 193% |
| Returns for 10 years | 40.21 | 36.60 | 110% |
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