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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$8.84
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income A
Price$14.59
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
CAPSX vs HBLAX Comparison Chart
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CAPSX vs. HBLAX commentary
Feb 23, 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: 12.1B vs. CAPSX (677M). CAPSX (3.51) and HBLAX (3.35) have matching dividends . CAPSX was incepted earlier than HBLAX: CAPSX (13 years) vs HBLAX (19 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. CAPSX (54.00). 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 : 11.04 vs. HBLAX (6.46). CAPSX return over 5 years is better than : 29.92 vs. HBLAX (8.83).
| CAPSX | HBLAX | CAPSX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 2.006 | 2.891 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 677M | 12.1B | 6% |
| Annual Yield % from dividends | 3.51 | 3.35 | 105% |
| Returns for 1 year | 11.04 | 6.46 | 171% |
| Returns for 3 years | 14.59 | 4.60 | 317% |
| Returns for 5 years | 29.92 | 8.83 | 339% |
| Returns for 10 years | 52.07 | 33.61 | 155% |
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