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CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$8.62
Change-$0.09 (-1.03%)
VolumeN/A
Net Assets651.69M
Hartford Balanced Income R4
Price$14.40
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
CAPCX vs HBLSX Comparison Chart
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CAPCX vs. HBLSX commentary
May 22, 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. CAPCX (652M). HBLSX pays higher dividends than CAPCX: HBLSX (3.30) vs CAPCX (2.54). CAPCX was incepted earlier than HBLSX: CAPCX (32 years) vs HBLSX (15 years). CAPCX (1.85) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). HBLSX has a lower initial minimum investment than CAPCX: HBLSX (0) vs CAPCX (1500). CAPCX annual gain was more profitable for investors over the last year : 4.84 vs. HBLSX (2.70). CAPCX return over 5 years is better than : 31.82 vs. HBLSX (17.81).
| CAPCX | HBLSX | CAPCX / HBLSX | |
| Total Expense Ratio | 1.73 | 0.96 | 180% |
| Annual Report Gross Expense Ratio | 1.85 | 0.96 | 193% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -0.023 | 2.968 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 652M | 11.8B | 6% |
| Annual Yield % from dividends | 2.54 | 3.30 | 77% |
| Returns for 1 year | 4.84 | 2.70 | 179% |
| Returns for 3 years | 16.40 | 10.30 | 159% |
| Returns for 5 years | 31.82 | 17.81 | 179% |
| Returns for 10 years | 35.72 | 33.18 | 108% |
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