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CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets665.51M
Hartford Balanced Income R4
Price$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
CAPCX vs HBLSX Comparison Chart in %
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CAPCX vs. HBLSX commentary
Jul 06, 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: 12B vs. CAPCX (666M). HBLSX pays higher dividends than CAPCX: HBLSX (3.24) vs CAPCX (2.48). 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 : 9.26 vs. HBLSX (6.57). CAPCX return over 5 years is better than : 33.79 vs. HBLSX (17.66).
| 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 | 4.770 | 6.096 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 666M | 12B | 6% |
| Annual Yield % from dividends | 2.48 | 3.24 | 76% |
| Returns for 1 year | 9.26 | 6.57 | 141% |
| Returns for 3 years | 24.56 | 15.97 | 154% |
| Returns for 5 years | 33.79 | 17.66 | 191% |
| Returns for 10 years | 45.94 | 40.59 | 113% |
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