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CAPAX vs HBLAX
CAPAX vs HBLAX Comparison
Open Charts CAPAX vs HBLAX
Federated Hermes Capital Income A
Price$9.45
Change+$0.19 (+2.05%)
VolumeN/A
Net Assets676.65M
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
CAPAX vs HBLAX Comparison Chart in %
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CAPAX vs. HBLAX commentary
Feb 04, 2026
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 CAPAX is a Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. CAPAX (677M). CAPAX pays higher dividends than HBLAX: CAPAX (3.63) vs HBLAX (3.21). CAPAX was incepted earlier than HBLAX: CAPAX (38 years) vs HBLAX (20 years). CAPAX (1.10) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. CAPAX (31.00). HBLAX initial investment is less costly to investors than CAPAX (5%) vs CAPAX (5%). CAPAX has a lower initial minimum investment than HBLAX: CAPAX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPAX: HBLAX (2000) vs CAPAX (250). CAPAX annual gain was more profitable for investors over the last year : 10.78 vs. HBLAX (6.08). CAPAX return over 5 years is better than : 30.43 vs. HBLAX (11.02).
| CAPAX | HBLAX | CAPAX / HBLAX | |
| Total Expense Ratio | 0.89 | 0.89 | 100% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 38 years | 20 years | - |
| Gain YTD | 1.266 | 2.062 | 61% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 677M | 11.6B | 6% |
| Annual Yield % from dividends | 3.63 | 3.21 | 113% |
| Returns for 1 year | 10.78 | 6.08 | 177% |
| Returns for 3 years | 32.30 | 15.65 | 206% |
| Returns for 5 years | 30.43 | 11.02 | 276% |
| Returns for 10 years | 85.14 | 51.80 | 164% |
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