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CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$9.33
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets665.5M
Hartford Balanced Income R4
Price$15.32
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets11.69B
CAPCX vs HBLSX Comparison Chart in %
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CAPCX vs. HBLSX commentary
Nov 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. CAPCX (666M). HBLSX pays higher dividends than CAPCX: HBLSX (3.19) vs CAPCX (2.76). CAPCX was incepted earlier than HBLSX: CAPCX (33 years) vs HBLSX (16 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 : 8.28 vs. HBLSX (2.84). CAPCX return over 5 years is better than : 27.66 vs. HBLSX (12.14).
| CAPCX | HBLSX | CAPCX / HBLSX | |
| Total Expense Ratio | 1.73 | 0.96 | 180% |
| Annual Report Gross Expense Ratio | 1.85 | 0.96 | 193% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 10.211 | 9.675 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 666M | 11.7B | 6% |
| Annual Yield % from dividends | 2.76 | 3.19 | 87% |
| Returns for 1 year | 8.28 | 2.84 | 292% |
| Returns for 3 years | 30.15 | 15.63 | 193% |
| Returns for 5 years | 27.66 | 12.14 | 228% |
| Returns for 10 years | 59.23 | 44.23 | 134% |
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