Interact to see
Advertisement
Advertisement
CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAX
Federated Hermes Capital Income F
Price$8.97
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets665.51M
Hartford Balanced Income A
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
CAPFX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPFX vs. HBLAX commentary
Jul 06, 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: 12B vs. CAPFX (666M). 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 : 10.04 vs. HBLAX (6.72). CAPFX return over 5 years is better than : 39.32 vs. HBLAX (18.09).
| 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 | 5.211 | 6.116 | 85% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 666M | 12B | 6% |
| Annual Yield % from dividends | 3.28 | 3.35 | 98% |
| Returns for 1 year | 10.04 | 6.72 | 149% |
| Returns for 3 years | 27.73 | 16.22 | 171% |
| Returns for 5 years | 39.32 | 18.09 | 217% |
| Returns for 10 years | 57.10 | 41.22 | 139% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KBWP | 120.74 | 1.58 | +1.33% |
| Invesco KBW Property & Casualty Ins ETF | |||
| BKLC | 119.96 | 1.07 | +0.90% |
| BNY Mellon US Large Cap Core Equity ETF | |||
| EDOG | 22.56 | 0.14 | +0.64% |
| ALPS Emerging Sector Dividend Dogs ETF | |||
| PTBD | 19.72 | -0.02 | -0.08% |
| Pacer Trendpilot US Bond ETF | |||
| AMDG | 15.27 | -0.14 | -0.91% |
| Leverage Shares 2X Long AMD Daily ETF | |||