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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$9.15
Change-$0.07 (-0.76%)
VolumeN/A
Net Assets677.23M
Hartford Balanced Income A
Price$15.01
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets12B
CAPSX vs HBLAX Comparison Chart in %
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CAPSX vs. HBLAX commentary
Aug 27, 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 Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. CAPSX (677M). CAPSX (3.52) and HBLAX (3.35) have matching dividends . 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 : 10.12 vs. HBLAX (3.61). CAPSX return over 5 years is better than : 37.92 vs. HBLAX (16.29).
| 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 | 8.800 | 8.196 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 677M | 12B | 6% |
| Annual Yield % from dividends | 3.52 | 3.35 | 105% |
| Returns for 1 year | 10.12 | 3.61 | 280% |
| Returns for 3 years | 30.06 | 15.39 | 195% |
| Returns for 5 years | 37.92 | 16.29 | 233% |
| Returns for 10 years | 71.09 | 46.96 | 151% |
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