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CAPCX vs HBLAX
CAPCX vs HBLAX Comparison
Open Charts CAPCX vs HBLAX
Federated Hermes Capital Income C
Price$9.25
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets673.18M
Hartford Balanced Income A
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
CAPCX vs HBLAX Comparison Chart in %
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CAPCX vs. HBLAX commentary
Oct 19, 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 CAPCX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CAPCX (673M). HBLAX pays higher dividends than CAPCX: HBLAX (3.29) vs CAPCX (2.60). CAPCX was incepted earlier than HBLAX: CAPCX (33 years) vs HBLAX (19 years). CAPCX (1.85) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 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 : 7.64 vs. HBLAX (2.20). CAPCX return over 5 years is better than : 30.98 vs. HBLAX (15.95).
| 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 | 19 years | - |
| Gain YTD | 8.676 | 8.795 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 673M | 11.8B | 6% |
| Annual Yield % from dividends | 2.60 | 3.29 | 79% |
| Returns for 1 year | 7.64 | 2.20 | 347% |
| Returns for 3 years | 35.10 | 24.19 | 145% |
| Returns for 5 years | 30.98 | 15.95 | 194% |
| Returns for 10 years | 56.39 | 45.19 | 125% |
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