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CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAX
Federated Hermes Capital Income F
Price$8.72
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets649.93M
Hartford Balanced Income A
Price$14.53
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
CAPFX vs HBLAX Comparison Chart
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CAPFX vs. HBLAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. CAPFX (650M). HBLAX (3.37) and CAPFX (3.34) 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 : 7.47 vs. HBLAX (3.59). CAPFX return over 5 years is better than : 32.05 vs. HBLAX (12.06).
| 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 | 1.751 | 3.230 | 54% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 650M | 11.7B | 6% |
| Annual Yield % from dividends | 3.34 | 3.37 | 99% |
| Returns for 1 year | 7.47 | 3.59 | 208% |
| Returns for 3 years | 17.09 | 7.47 | 229% |
| Returns for 5 years | 32.05 | 12.06 | 266% |
| Returns for 10 years | 50.76 | 36.36 | 140% |
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