Interact to see
Advertisement
Advertisement
CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$9.26
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
CAPSX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPSX vs. HBLAX 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 CAPSX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CAPSX (673M). CAPSX pays higher dividends than HBLAX: CAPSX (3.63) vs HBLAX (3.29). CAPSX was incepted earlier than HBLAX: CAPSX (14 years) vs HBLAX (19 years). HBLAX (0.89) and CAPSX (0.85) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 61.00 vs. CAPSX (31.00). HBLAX has a lower initial minimum investment than CAPSX: HBLAX (2000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 8.80 vs. HBLAX (2.20). CAPSX return over 5 years is better than : 38.23 vs. HBLAX (15.95).
| CAPSX | HBLAX | CAPSX / HBLAX | |
| Total Expense Ratio | 0.64 | 0.89 | 72% |
| Annual Report Gross Expense Ratio | 0.85 | 0.89 | 96% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 9.677 | 8.795 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 673M | 11.8B | 6% |
| Annual Yield % from dividends | 3.63 | 3.29 | 110% |
| Returns for 1 year | 8.80 | 2.20 | 400% |
| Returns for 3 years | 39.69 | 24.19 | 164% |
| Returns for 5 years | 38.23 | 15.95 | 240% |
| Returns for 10 years | 72.28 | 45.19 | 160% |
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 % |
| IOPP | 28.00 | 0.12 | +0.45% |
| Simplify Tara India Opportunities ETF | |||
| GSEW | 84.34 | 0.34 | +0.40% |
| Goldman Sachs Equal Wght US Lg Cp Eq ETF | |||
| FLQS | 43.04 | 0.06 | +0.14% |
| Franklin US Small Cap Mltfctr Idx ETF | |||
| OBIL | 50.27 | N/A | N/A |
| F/m US Treasury 12 Month Bill ETF | |||
| TUSB | 50.50 | -0.05 | -0.10% |
| Thrivent Ultra Short Bond ETF | |||