CAPFX
Price
$9.06
Change
+$0.03 (+0.33%)
Updated
Jul 25 closing price
Net Assets
669.1M
HBLAX
Price
$14.84
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
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CAPFX vs HBLAX

Header iconCAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAXBanner chart's image
Federated Hermes Capital Income F
Price$9.06
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets669.1M
Hartford Balanced Income A
Price$14.84
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
CAPFX vs HBLAX Comparison Chart in %
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CAPFX vs. HBLAX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. CAPFX (669M). HBLAX (3.35) and CAPFX (3.28) 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 : 11.04 vs. HBLAX (5.10). CAPFX return over 5 years is better than : 37.95 vs. HBLAX (15.05).
CAPFXHBLAXCAPFX / HBLAX
Total Expense Ratio0.900.89101%
Annual Report Gross Expense Ratio1.100.89124%
Fund Existence29 years19 years-
Gain YTD6.5446.474101%
Front Load1%6%18%
Min. Initial Investment1500200075%
Min. Initial Investment IRA250200013%
Net Assets669M11.9B6%
Annual Yield % from dividends3.283.3598%
Returns for 1 year11.045.10216%
Returns for 3 years28.3814.58195%
Returns for 5 years37.9515.05252%
Returns for 10 years60.4841.80145%
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