CAPFX
Price
$9.25
Change
+$0.01 (+0.11%)
Updated
Oct 3 closing price
Net Assets
677.67M
HBLAX
Price
$15.09
Change
+$0.04 (+0.27%)
Updated
Oct 3 closing price
Net Assets
11.9B
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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$9.25
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets677.67M
Hartford Balanced Income A
Price$15.09
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
CAPFX vs HBLAX Comparison Chart in %
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CAPFX vs. HBLAX commentary
Oct 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.

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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. CAPFX (678M). 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 : 9.39 vs. HBLAX (3.08). CAPFX return over 5 years is better than : 39.11 vs. HBLAX (18.79).
CAPFXHBLAXCAPFX / HBLAX
Total Expense Ratio0.900.89101%
Annual Report Gross Expense Ratio1.100.89124%
Fund Existence29 years19 years-
Gain YTD9.6059.157105%
Front Load1%6%18%
Min. Initial Investment1500200075%
Min. Initial Investment IRA250200013%
Net Assets678M11.9B6%
Annual Yield % from dividends3.393.29103%
Returns for 1 year9.393.08305%
Returns for 3 years36.6422.06166%
Returns for 5 years39.1118.79208%
Returns for 10 years71.1848.02148%
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