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CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$9.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets681.63M
Hartford Balanced Income R4
Price$15.21
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
CAPCX vs HBLSX Comparison Chart in %
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CAPCX vs. HBLSX commentary
Sep 17, 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 StrongBuy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. CAPCX (682M). HBLSX pays higher dividends than CAPCX: HBLSX (3.17) vs CAPCX (2.44). 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 : 8.78 vs. HBLSX (2.41). CAPCX return over 5 years is better than : 32.47 vs. HBLSX (15.94).
| 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 | 8.838 | 8.520 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 682M | 12B | 6% |
| Annual Yield % from dividends | 2.44 | 3.17 | 77% |
| Returns for 1 year | 8.78 | 2.41 | 364% |
| Returns for 3 years | 30.66 | 18.96 | 162% |
| Returns for 5 years | 32.47 | 15.94 | 204% |
| Returns for 10 years | 57.87 | 47.45 | 122% |
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