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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$9.28
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets678.17M
Hartford Balanced Income A
Price$15.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
CAPSX vs HBLAX Comparison Chart in %
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CAPSX vs. HBLAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. CAPSX (678M). CAPSX pays higher dividends than HBLAX: CAPSX (3.63) vs HBLAX (3.29). CAPSX was incepted earlier than HBLAX: CAPSX (14 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 : 10.27 vs. HBLAX (3.28). CAPSX return over 5 years is better than : 38.68 vs. HBLAX (16.65).
| CAPSX | HBLAX | CAPSX / HBLAX | |
| Total Expense Ratio | 0.64 | 0.89 | 72% |
| Annual Report Gross Expense Ratio | 0.85 | 0.89 | 96% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 10.032 | 9.012 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 678M | 11.9B | 6% |
| Annual Yield % from dividends | 3.63 | 3.29 | 110% |
| Returns for 1 year | 10.27 | 3.28 | 313% |
| Returns for 3 years | 41.09 | 25.00 | 164% |
| Returns for 5 years | 38.68 | 16.65 | 232% |
| Returns for 10 years | 73.51 | 46.59 | 158% |
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