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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
Federated Hermes Capital Income IS
Price$9.46
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
CAPSX vs HBLAX Comparison Chart in %
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CAPSX 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 CAPSX is a Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. CAPSX (678M). CAPSX pays higher dividends than HBLAX: CAPSX (3.86) vs HBLAX (3.21). CAPSX was incepted earlier than HBLAX: CAPSX (14 years) vs HBLAX (20 years). HBLAX (0.89) and CAPSX (0.85) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 90.00 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 : 11.03 vs. HBLAX (6.08). CAPSX return over 5 years is better than : 32.02 vs. HBLAX (11.02).
| 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 | 20 years | - |
| Gain YTD | 1.286 | 2.062 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 678M | 11.6B | 6% |
| Annual Yield % from dividends | 3.86 | 3.21 | 120% |
| Returns for 1 year | 11.03 | 6.08 | 181% |
| Returns for 3 years | 33.22 | 15.65 | 212% |
| Returns for 5 years | 32.02 | 11.02 | 291% |
| Returns for 10 years | 89.59 | 51.80 | 173% |
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