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CAPAX vs HBLRX
CAPAX vs HBLRX Comparison
Open Charts CAPAX vs HBLRX
Federated Hermes Capital Income A
Price$9.30
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets675.96M
Hartford Balanced Income R3
Price$15.20
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.81B
CAPAX vs HBLRX Comparison Chart in %
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CAPAX vs. HBLRX commentary
Oct 21, 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 CAPAX is a Buy and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. CAPAX (676M). CAPAX pays higher dividends than HBLRX: CAPAX (3.39) vs HBLRX (2.89). CAPAX was incepted earlier than HBLRX: CAPAX (37 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than CAPAX (1.10). HBLRX is a more actively managed with annual turnover of: 61.00 vs. CAPAX (31.00). HBLRX has a lower initial minimum investment than CAPAX: HBLRX (0) vs CAPAX (1500). CAPAX annual gain was more profitable for investors over the last year : 8.53 vs. HBLRX (1.78). CAPAX return over 5 years is better than : 36.56 vs. HBLRX (13.81).
| CAPAX | HBLRX | CAPAX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.28 | 70% |
| Annual Report Gross Expense Ratio | 1.10 | 1.28 | 86% |
| Fund Existence | 37 years | 15 years | - |
| Gain YTD | 9.358 | 8.426 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 676M | 11.8B | 6% |
| Annual Yield % from dividends | 3.39 | 2.89 | 117% |
| Returns for 1 year | 8.53 | 1.78 | 480% |
| Returns for 3 years | 38.51 | 22.80 | 169% |
| Returns for 5 years | 36.56 | 13.81 | 265% |
| Returns for 10 years | 68.42 | 40.84 | 168% |
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