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CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAX
Federated Hermes Capital Income F
Price$8.87
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets683.28M
Hartford Balanced Income A
Price$14.54
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
CAPFX vs HBLAX Comparison Chart
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CAPFX vs. HBLAX commentary
Jan 31, 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: 12.1B vs. CAPFX (683M). HBLAX (3.35) and CAPFX (3.27) have matching dividends . CAPFX was incepted earlier than HBLAX: CAPFX (29 years) vs HBLAX (19 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. CAPFX (54.00). 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 : 12.64 vs. HBLAX (5.95). CAPFX return over 5 years is better than : 31.11 vs. HBLAX (9.67).
| CAPFX | HBLAX | CAPFX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 2.567 | 2.116 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 683M | 12.1B | 6% |
| Annual Yield % from dividends | 3.27 | 3.35 | 98% |
| Returns for 1 year | 12.64 | 5.95 | 212% |
| Returns for 3 years | 11.90 | 1.44 | 827% |
| Returns for 5 years | 31.11 | 9.67 | 322% |
| Returns for 10 years | 52.28 | 34.47 | 152% |
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