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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$8.97
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets663.09M
Hartford Balanced Income A
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.95B
CAPSX vs HBLAX Comparison Chart in %
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CAPSX vs. HBLAX commentary
Jul 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 CAPSX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. CAPSX (663M). 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 : 10.45 vs. HBLAX (6.95). CAPSX return over 5 years is better than : 40.91 vs. HBLAX (17.93).
| 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 | 5.101 | 5.972 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 663M | 11.9B | 6% |
| Annual Yield % from dividends | 3.52 | 3.35 | 105% |
| Returns for 1 year | 10.45 | 6.95 | 150% |
| Returns for 3 years | 28.37 | 16.06 | 177% |
| Returns for 5 years | 40.91 | 17.93 | 228% |
| Returns for 10 years | 60.05 | 41.02 | 146% |
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