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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$8.72
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets651.57M
Hartford Balanced Income A
Price$14.51
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
CAPSX vs HBLAX Comparison Chart
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CAPSX 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 CAPSX is a Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CAPSX (652M). CAPSX pays higher dividends than HBLAX: CAPSX (3.59) vs HBLAX (3.37). CAPSX was incepted earlier than HBLAX: CAPSX (13 years) vs HBLAX (19 years). HBLAX (0.89) and CAPSX (0.85) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 61.00 vs. CAPSX (31.00). HBLAX has a lower initial minimum investment than CAPSX: HBLAX (2000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 7.98 vs. HBLAX (3.59). CAPSX return over 5 years is better than : 34.00 vs. HBLAX (12.22).
| CAPSX | HBLAX | CAPSX / HBLAX | |
| Total Expense Ratio | 0.64 | 0.89 | 72% |
| Annual Report Gross Expense Ratio | 0.85 | 0.89 | 96% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 2.090 | 3.373 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 652M | 11.8B | 6% |
| Annual Yield % from dividends | 3.59 | 3.37 | 106% |
| Returns for 1 year | 7.98 | 3.59 | 223% |
| Returns for 3 years | 19.54 | 8.27 | 236% |
| Returns for 5 years | 34.00 | 12.22 | 278% |
| Returns for 10 years | 54.49 | 36.45 | 149% |
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