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CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAX
Federated Hermes Capital Income F
Price$8.62
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income A
Price$14.51
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets11.95B
CAPFX vs HBLAX Comparison Chart
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CAPFX vs. HBLAX commentary
Apr 03, 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 (654M). HBLAX (3.37) and CAPFX (3.30) 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 : 5.68 vs. HBLAX (4.31). CAPFX return over 5 years is better than : 49.63 vs. HBLAX (28.39).
| 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 | -0.371 | 2.946 | -13% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 3.30 | 3.37 | 98% |
| Returns for 1 year | 5.68 | 4.31 | 132% |
| Returns for 3 years | 9.96 | 3.91 | 255% |
| Returns for 5 years | 49.63 | 28.39 | 175% |
| Returns for 10 years | 46.40 | 34.49 | 135% |
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