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CAPAX vs HBLRX
CAPAX vs HBLRX Comparison
Open Charts CAPAX vs HBLRX
Federated Hermes Capital Income A
Price$9.35
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets675.18M
Hartford Balanced Income R3
Price$15.36
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
CAPAX vs HBLRX Comparison Chart in %
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CAPAX vs. HBLRX commentary
Dec 04, 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 (675M). CAPAX pays higher dividends than HBLRX: CAPAX (3.57) vs HBLRX (2.85). CAPAX was incepted earlier than HBLRX: CAPAX (38 years) vs HBLRX (16 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 : 8.47 vs. HBLRX (2.25). CAPAX return over 5 years is better than : 31.59 vs. HBLRX (10.47).
| CAPAX | HBLRX | CAPAX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.28 | 70% |
| Annual Report Gross Expense Ratio | 1.10 | 1.28 | 86% |
| Fund Existence | 38 years | 16 years | - |
| Gain YTD | 10.448 | 9.430 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.8B | 6% |
| Annual Yield % from dividends | 3.57 | 2.85 | 125% |
| Returns for 1 year | 8.47 | 2.25 | 376% |
| Returns for 3 years | 31.52 | 13.43 | 235% |
| Returns for 5 years | 31.59 | 10.47 | 302% |
| Returns for 10 years | 71.90 | 40.87 | 176% |
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