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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$8.46
Change-$0.18 (-2.08%)
VolumeN/A
Net Assets655.88M
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
CAPSX vs HBLAX Comparison Chart
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CAPSX vs. HBLAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. CAPSX (656M). CAPSX pays higher dividends than HBLAX: CAPSX (3.55) 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). HBLAX (4.60) and CAPSX (4.59) have marching annual gain over last year. CAPSX return over 5 years is better than : 50.69 vs. HBLAX (28.74).
| 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 | -1.815 | 3.230 | -56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 656M | 12B | 5% |
| Annual Yield % from dividends | 3.55 | 3.37 | 105% |
| Returns for 1 year | 4.59 | 4.60 | 100% |
| Returns for 3 years | 9.00 | 4.33 | 208% |
| Returns for 5 years | 50.69 | 28.74 | 176% |
| Returns for 10 years | 47.07 | 34.56 | 136% |
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