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CAPFX vs HBLAX
CAPFX vs HBLAX Comparison
Open Charts CAPFX vs HBLAX
Federated Hermes Capital Income F
Price$9.43
Change+$0.18 (+1.95%)
VolumeN/A
Net Assets677.83M
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
CAPFX vs HBLAX Comparison Chart in %
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CAPFX vs. HBLAX commentary
Feb 04, 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 CAPFX is a Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. CAPFX (678M). CAPFX pays higher dividends than HBLAX: CAPFX (3.62) vs HBLAX (3.21). CAPFX was incepted earlier than HBLAX: CAPFX (30 years) vs HBLAX (20 years). CAPFX (1.10) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. CAPFX (31.00). HBLAX initial investment is less costly to investors than CAPFX (1%) vs CAPFX (1%). CAPFX has a lower initial minimum investment than HBLAX: CAPFX (1500) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CAPFX: HBLAX (2000) vs CAPFX (250). CAPFX annual gain was more profitable for investors over the last year : 10.67 vs. HBLAX (6.08). CAPFX return over 5 years is better than : 30.27 vs. HBLAX (11.02).
| CAPFX | HBLAX | CAPFX / HBLAX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 30 years | 20 years | - |
| Gain YTD | 1.159 | 2.062 | 56% |
| Front Load | 1% | 6% | 18% |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 678M | 11.6B | 6% |
| Annual Yield % from dividends | 3.62 | 3.21 | 113% |
| Returns for 1 year | 10.67 | 6.08 | 176% |
| Returns for 3 years | 32.16 | 15.65 | 206% |
| Returns for 5 years | 30.27 | 11.02 | 275% |
| Returns for 10 years | 84.90 | 51.80 | 164% |
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