CAPCX
Price
$9.00
Change
-$0.04 (-0.44%)
Updated
Aug 1 closing price
Net Assets
665.56M
HBLSX
Price
$14.78
Change
-$0.00 (-0.00%)
Updated
Aug 1 closing price
Net Assets
11.78B
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CAPCX vs HBLSX

Header iconCAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSXBanner chart's image
Federated Hermes Capital Income C
Price$9.00
Change-$0.04 (-0.44%)
VolumeN/A
Net Assets665.56M
Hartford Balanced Income R4
Price$14.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
CAPCX vs HBLSX Comparison Chart in %
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CAPCX vs. HBLSX commentary
Aug 02, 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 Hold.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B 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 : 8.48 vs. HBLSX (2.87). CAPCX return over 5 years is better than : 31.05 vs. HBLSX (13.57).
CAPCXHBLSXCAPCX / HBLSX
Total Expense Ratio1.730.96180%
Annual Report Gross Expense Ratio1.850.96193%
Fund Existence32 years15 years-
Gain YTD5.5515.383103%
Front LoadN/AN/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets666M11.8B6%
Annual Yield % from dividends2.483.2476%
Returns for 1 year8.482.87296%
Returns for 3 years22.4611.57194%
Returns for 5 years31.0513.57229%
Returns for 10 years47.4939.13121%
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