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CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAX
Federated Hermes Capital Income F
Price$8.42
Change+$0.06 (+0.72%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income A
Price$14.09
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets11.5B
CAPFX vs HBLAX Comparison Chart
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CAPFX 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 CAPFX is a Buy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. CAPFX (631M). HBLAX (3.37) and CAPFX (3.30) have matching dividends . CAPFX was incepted earlier than HBLAX: CAPFX (29 years) vs HBLAX (19 years). CAPFX (1.10) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. CAPFX (31.00). HBLAX initial investment is less costly to investors than CAPFX (1%) vs CAPFX (1%). CAPFX has a lower initial minimum investment than HBLAX: CAPFX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPFX: HBLAX (2000) vs CAPFX (250). CAPFX annual gain was more profitable for investors over the last year : 4.21 vs. HBLAX (2.56). CAPFX return over 5 years is better than : 36.51 vs. HBLAX (15.78).
| CAPFX | HBLAX | CAPFX / HBLAX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | -3.510 | -0.185 | 1,901% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 631M | 11.5B | 5% |
| Annual Yield % from dividends | 3.30 | 3.37 | 98% |
| Returns for 1 year | 4.21 | 2.56 | 164% |
| Returns for 3 years | 10.19 | 4.27 | 239% |
| Returns for 5 years | 36.51 | 15.78 | 231% |
| Returns for 10 years | 39.75 | 28.70 | 139% |
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