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CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$8.75
Change-$0.05 (-0.57%)
VolumeN/A
Net Assets650.3M
Hartford Balanced Income R4
Price$14.69
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
CAPCX vs HBLSX Comparison Chart
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CAPCX vs. HBLSX commentary
Jun 15, 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: 11.8B vs. CAPCX (650M). HBLSX pays higher dividends than CAPCX: HBLSX (3.26) vs CAPCX (2.52). 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 : 6.57 vs. HBLSX (4.40). CAPCX return over 5 years is better than : 30.93 vs. HBLSX (15.74).
| 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 | 1.748 | 3.887 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 650M | 11.8B | 6% |
| Annual Yield % from dividends | 2.52 | 3.26 | 77% |
| Returns for 1 year | 6.57 | 4.40 | 149% |
| Returns for 3 years | 23.08 | 15.57 | 148% |
| Returns for 5 years | 30.93 | 15.74 | 197% |
| Returns for 10 years | 40.21 | 36.15 | 111% |
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