Interact to see
Advertisement
Advertisement
CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYX
Federated Hermes Capital Income A
Price$9.30
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets675.96M
Hartford Balanced Income Y
Price$15.35
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets11.81B
CAPAX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPAX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPAX (676M). HBLYX (3.44) and CAPAX (3.39) have matching dividends . CAPAX was incepted earlier than HBLYX: CAPAX (37 years) vs HBLYX (19 years). CAPAX (1.10) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPAX (31.00). CAPAX has a lower initial minimum investment than HBLYX: CAPAX (1500) vs HBLYX (250000). CAPAX annual gain was more profitable for investors over the last year : 8.53 vs. HBLYX (2.51). CAPAX return over 5 years is better than : 36.56 vs. HBLYX (17.35).
| CAPAX | HBLYX | CAPAX / HBLYX | |
| Total Expense Ratio | 0.89 | 0.67 | 133% |
| Annual Report Gross Expense Ratio | 1.10 | 0.67 | 164% |
| Fund Existence | 37 years | 19 years | - |
| Gain YTD | 9.358 | 9.048 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 676M | 11.8B | 6% |
| Annual Yield % from dividends | 3.39 | 3.44 | 99% |
| Returns for 1 year | 8.53 | 2.51 | 339% |
| Returns for 3 years | 38.51 | 25.18 | 153% |
| Returns for 5 years | 36.56 | 17.35 | 211% |
| Returns for 10 years | 68.42 | 48.84 | 140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IRET | 19.29 | 0.52 | +2.78% |
| iREIT MarketVector Quality REIT Idx ETF | |||
| XDSQ | 39.76 | 0.27 | +0.70% |
| Innovator US Eq Acltd ETF™ Quarterly | |||
| PCLO | 25.00 | N/A | N/A |
| Virtus SEIX AAA Private Credit CLO ETF | |||
| FSIG | 19.28 | -0.02 | -0.10% |
| First Trust Ltd Drtn Inv Grd Corp ETF | |||
| PKB | 95.13 | -0.44 | -0.46% |
| Invesco Building & Construction ETF | |||