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CAPAX vs HBLFX
CAPAX vs HBLFX Comparison
Open Charts CAPAX vs HBLFX
Federated Hermes Capital Income A
Price$9.45
Change+$0.19 (+2.05%)
VolumeN/A
Net Assets676.65M
Hartford Balanced Income F
Price$14.86
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
CAPAX vs HBLFX Comparison Chart in %
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CAPAX vs. HBLFX 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 HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.6B vs. CAPAX (677M). CAPAX (3.63) and HBLFX (3.51) have matching dividends . CAPAX was incepted earlier than HBLFX: CAPAX (38 years) vs HBLFX (9 years). CAPAX (1.10) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 90.00 vs. CAPAX (31.00). CAPAX has a lower initial minimum investment than HBLFX: CAPAX (1500) vs HBLFX (1000000). CAPAX annual gain was more profitable for investors over the last year : 10.78 vs. HBLFX (6.42). CAPAX return over 5 years is better than : 30.43 vs. HBLFX (12.83).
| CAPAX | HBLFX | CAPAX / HBLFX | |
| Total Expense Ratio | 0.89 | 0.56 | 159% |
| Annual Report Gross Expense Ratio | 1.10 | 0.56 | 196% |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | 1.266 | 2.060 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 11.6B | 6% |
| Annual Yield % from dividends | 3.63 | 3.51 | 103% |
| Returns for 1 year | 10.78 | 6.42 | 168% |
| Returns for 3 years | 32.30 | 16.77 | 193% |
| Returns for 5 years | 30.43 | 12.83 | 237% |
| Returns for 10 years | 85.14 | N/A | - |
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