Interact to see
Advertisement
Advertisement
CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAX
Federated Hermes Capital Income F
Price$9.18
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets665.5M
Hartford Balanced Income A
Price$14.96
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
CAPFX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPFX vs. HBLAX commentary
Nov 20, 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 Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. CAPFX (666M). CAPFX pays higher dividends than HBLAX: CAPFX (3.56) vs HBLAX (3.29). 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 : 8.64 vs. HBLAX (3.08). CAPFX return over 5 years is better than : 32.57 vs. HBLAX (12.57).
| 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 | 9.153 | 8.434 | 109% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 666M | 11.6B | 6% |
| Annual Yield % from dividends | 3.56 | 3.29 | 108% |
| Returns for 1 year | 8.64 | 3.08 | 281% |
| Returns for 3 years | 32.64 | 16.50 | 198% |
| Returns for 5 years | 32.57 | 12.57 | 259% |
| Returns for 10 years | 68.64 | 43.20 | 159% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers