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CAPAX vs HBLRX
CAPAX vs HBLRX Comparison
Open Charts CAPAX vs HBLRX
Federated Hermes Capital Income A
Price$9.26
Change-$0.07 (-0.75%)
VolumeN/A
Net Assets674.86M
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
CAPAX vs HBLRX Comparison Chart in %
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CAPAX vs. HBLRX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. CAPAX (675M). CAPAX pays higher dividends than HBLRX: CAPAX (3.55) vs HBLRX (2.90). 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 : 9.91 vs. HBLRX (3.26). CAPAX return over 5 years is better than : 34.62 vs. HBLRX (12.18).
| 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 | 10.685 | 9.214 | 116% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.7B | 6% |
| Annual Yield % from dividends | 3.55 | 2.90 | 123% |
| Returns for 1 year | 9.91 | 3.26 | 304% |
| Returns for 3 years | 34.83 | 17.18 | 203% |
| Returns for 5 years | 34.62 | 12.18 | 284% |
| Returns for 10 years | 73.74 | 42.50 | 174% |
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