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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$9.45
Change+$0.18 (+1.94%)
VolumeN/A
Net Assets677.83M
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
CAPCX vs HBLAX Comparison Chart in %
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CAPCX vs. HBLAX commentary
Feb 05, 2026
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 CAPCX is a Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. CAPCX (678M). HBLAX pays higher dividends than CAPCX: HBLAX (3.21) vs CAPCX (2.83). CAPCX was incepted earlier than HBLAX: CAPCX (33 years) vs HBLAX (20 years). CAPCX (1.85) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than HBLAX: CAPCX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPCX: HBLAX (2000) vs CAPCX (250). CAPCX annual gain was more profitable for investors over the last year : 9.93 vs. HBLAX (6.08). CAPCX return over 5 years is better than : 25.19 vs. HBLAX (11.02).
| CAPCX | HBLAX | CAPCX / HBLAX | |
| Total Expense Ratio | 1.73 | 0.89 | 194% |
| Annual Report Gross Expense Ratio | 1.85 | 0.89 | 208% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 1.085 | 2.062 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 678M | 11.6B | 6% |
| Annual Yield % from dividends | 2.83 | 3.21 | 88% |
| Returns for 1 year | 9.93 | 6.08 | 163% |
| Returns for 3 years | 29.13 | 15.65 | 186% |
| Returns for 5 years | 25.19 | 11.02 | 229% |
| Returns for 10 years | 71.76 | 51.80 | 139% |
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