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CAPAX vs HBLTX
CAPAX vs HBLTX Comparison
Open Charts CAPAX vs HBLTX
Federated Hermes Capital Income A
Price$9.26
Change-$0.07 (-0.75%)
VolumeN/A
Net Assets674.86M
Hartford Balanced Income R5
Price$15.19
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
CAPAX vs HBLTX Comparison Chart in %
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CAPAX vs. HBLTX 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. CAPAX (675M). CAPAX (3.55) and HBLTX (3.47) have matching dividends . CAPAX was incepted earlier than HBLTX: CAPAX (37 years) vs HBLTX (15 years). CAPAX (1.10) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. CAPAX (31.00). HBLTX has a lower initial minimum investment than CAPAX: HBLTX (0) vs CAPAX (1500). CAPAX annual gain was more profitable for investors over the last year : 9.91 vs. HBLTX (3.96). CAPAX return over 5 years is better than : 34.62 vs. HBLTX (15.55).
| CAPAX | HBLTX | CAPAX / HBLTX | |
| Total Expense Ratio | 0.89 | 0.66 | 135% |
| Annual Report Gross Expense Ratio | 1.10 | 0.66 | 167% |
| Fund Existence | 37 years | 15 years | - |
| Gain YTD | 10.685 | 9.839 | 109% |
| 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 | 3.47 | 102% |
| Returns for 1 year | 9.91 | 3.96 | 250% |
| Returns for 3 years | 34.83 | 19.36 | 180% |
| Returns for 5 years | 34.62 | 15.55 | 223% |
| Returns for 10 years | 73.74 | 50.02 | 147% |
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