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CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$9.15
Change-$0.06 (-0.65%)
VolumeN/A
Net Assets677.23M
Hartford Balanced Income R4
Price$15.11
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets12B
CAPCX vs HBLSX Comparison Chart in %
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CAPCX vs. HBLSX commentary
Aug 26, 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 Hold and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. CAPCX (677M). 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 : 8.85 vs. HBLSX (3.56). CAPCX return over 5 years is better than : 30.51 vs. HBLSX (15.95).
| 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 | 7.901 | 8.163 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 12B | 6% |
| Annual Yield % from dividends | 2.48 | 3.24 | 76% |
| Returns for 1 year | 8.85 | 3.56 | 249% |
| Returns for 3 years | 25.94 | 15.14 | 171% |
| Returns for 5 years | 30.51 | 15.95 | 191% |
| Returns for 10 years | 55.11 | 46.29 | 119% |
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