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CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$8.64
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income R4
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.95B
CAPCX vs HBLSX Comparison Chart
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CAPCX vs. HBLSX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. CAPCX (654M). HBLSX pays higher dividends than CAPCX: HBLSX (3.26) 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 : 5.93 vs. HBLSX (4.26). CAPCX return over 5 years is better than : 45.81 vs. HBLSX (28.09).
| 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 | 0.007 | 2.968 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 2.48 | 3.26 | 76% |
| Returns for 1 year | 5.93 | 4.26 | 139% |
| Returns for 3 years | 8.01 | 3.68 | 218% |
| Returns for 5 years | 45.81 | 28.09 | 163% |
| Returns for 10 years | 36.84 | 34.06 | 108% |
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