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CAPAX vs HBLYX
CAPAX vs HBLYX Comparison
Open Charts CAPAX vs HBLYX
Federated Hermes Capital Income A
Price$9.26
Change-$0.07 (-0.75%)
VolumeN/A
Net Assets674.86M
Hartford Balanced Income Y
Price$15.32
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets11.68B
CAPAX vs HBLYX Comparison Chart in %
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CAPAX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. CAPAX (675M). CAPAX (3.55) and HBLYX (3.44) 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 : 9.91 vs. HBLYX (3.92). CAPAX return over 5 years is better than : 34.62 vs. HBLYX (15.53).
| 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 | 10.685 | 9.833 | 109% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.7B | 6% |
| Annual Yield % from dividends | 3.55 | 3.44 | 103% |
| Returns for 1 year | 9.91 | 3.92 | 252% |
| Returns for 3 years | 34.83 | 19.33 | 180% |
| Returns for 5 years | 34.62 | 15.53 | 223% |
| Returns for 10 years | 73.74 | 50.47 | 146% |
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