CAPFX
Price
$9.29
Change
+$0.02 (+0.22%)
Updated
Oct 24 closing price
Net Assets
675.04M
HBLAX
Price
$15.13
Change
+$0.02 (+0.13%)
Updated
Oct 24 closing price
Net Assets
11.83B
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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$9.29
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets675.04M
Hartford Balanced Income A
Price$15.13
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
CAPFX vs HBLAX Comparison Chart in %
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CAPFX vs. HBLAX commentary
Oct 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: 11.8B vs. CAPFX (675M). CAPFX (3.39) and HBLAX (3.29) 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 : 10.44 vs. HBLAX (3.56). CAPFX return over 5 years is better than : 37.93 vs. HBLAX (17.27).
CAPFXHBLAXCAPFX / HBLAX
Total Expense Ratio0.900.89101%
Annual Report Gross Expense Ratio1.100.89124%
Fund Existence29 years19 years-
Gain YTD10.4609.446111%
Front Load1%6%18%
Min. Initial Investment1500200075%
Min. Initial Investment IRA250200013%
Net Assets675M11.8B6%
Annual Yield % from dividends3.393.29103%
Returns for 1 year10.443.56294%
Returns for 3 years38.3723.92160%
Returns for 5 years37.9317.27220%
Returns for 10 years69.5644.32157%
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