Federated Hermes Capital Income Fund (CAPAX) Alternatives

Federated Hermes Capital Income Fund (CAPAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to CAPAX

CAPAX charges 0.88% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CAPAX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	CAPAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	CAPAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	CAPAX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	CAPAX vs BWBIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	CAPAX vs FYMIX

Best Risk-Adjusted Alternatives to CAPAX

Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	CAPAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	CAPAX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	CAPAX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	CAPAX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	CAPAX vs PMAIX

Top Performing CAPAX Alternatives (YTD)

CAPAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	CAPAX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	CAPAX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	CAPAX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	CAPAX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	CAPAX vs CONWX

Lowest Volatility Alternatives to CAPAX

CAPAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	CAPAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	CAPAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	CAPAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	CAPAX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	CAPAX vs SICIX

Lowest Drawdown Alternatives to CAPAX

CAPAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	CAPAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	CAPAX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	CAPAX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	CAPAX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	CAPAX vs SICIX

Other Mutual Funds from Federated

Most popular Federated mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	24	-12.41%	Sep 15, 2005	CAPAX vs QILGX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	77	8.28%	Mar 30, 2005	CAPAX vs SVAIX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	72	1.41%	Sep 30, 2008	CAPAX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	13	-12.10%	Feb 21, 1986	CAPAX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	42	-7.69%	Oct 1, 2002	CAPAX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	12	-9.53%	Aug 23, 1984	CAPAX vs FGSAX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	76	-2.24%	Aug 23, 1984	CAPAX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	86	-1.88%	Nov 1, 2002	CAPAX vs FIHBX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	75	-3.05%	Feb 27, 1996	CAPAX vs ISCAX
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	2	8.44%	Dec 27, 1995	CAPAX vs BEARX

Often Compared With CAPAX

What investors most often compare with CAPAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JNBSX	JPMorgan Income Builder Fund	Diversified Portfolio	72	-1.70%	May 30, 2007	CAPAX vs JNBSX
INPFX	American Funds Conservative Growth and Income Port...	Diversified Portfolio	74	-1.32%	May 18, 2012	CAPAX vs INPFX
FWATX	Fidelity Advisor Multi-Asset Income Fund Class A	Diversified Portfolio	78	0.21%	Sep 9, 2015	CAPAX vs FWATX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	80	0.14%	Jul 30, 1987	CAPAX vs CAIBX
ACTHX	Invesco High Yield Municipal Fund	High Yield Muni	23	-0.69%	Jan 1, 1986	CAPAX vs ACTHX
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	33	-2.47%	Dec 30, 1992	CAPAX vs PRDGX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	93	7.48%	Nov 3, 2009	CAPAX vs TPDAX

Compare CAPAX with Any Fund or Stock

Compare CAPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Federated Hermes Capital Income Fund

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