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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$8.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets641.29M
Hartford Balanced Income A
Price$14.29
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.7B
CAPSX vs HBLAX Comparison Chart
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CAPSX vs. HBLAX commentary
May 01, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. CAPSX (641M). 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). CAPSX annual gain was more profitable for investors over the last year : 7.81 vs. HBLAX (4.98). CAPSX return over 5 years is better than : 41.15 vs. HBLAX (18.86).
| 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 | -0.947 | 1.807 | -52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 641M | 11.7B | 5% |
| Annual Yield % from dividends | 3.55 | 3.37 | 105% |
| Returns for 1 year | 7.81 | 4.98 | 157% |
| Returns for 3 years | 15.67 | 7.94 | 197% |
| Returns for 5 years | 41.15 | 18.86 | 218% |
| Returns for 10 years | 47.62 | 32.13 | 148% |
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