Interact to see
Advertisement
Advertisement
CAPCX vs HBLSX
CAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSX
Federated Hermes Capital Income C
Price$9.29
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets677.63M
Hartford Balanced Income R4
Price$15.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
CAPCX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPCX vs. HBLSX commentary
Oct 10, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. CAPCX (678M). HBLSX pays higher dividends than CAPCX: HBLSX (3.18) vs CAPCX (2.60). 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 (3.51). CAPCX return over 5 years is better than : 30.92 vs. HBLSX (16.22).
| 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 | 9.028 | 9.100 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 678M | 11.9B | 6% |
| Annual Yield % from dividends | 2.60 | 3.18 | 82% |
| Returns for 1 year | 8.85 | 3.51 | 252% |
| Returns for 3 years | 36.46 | 24.86 | 147% |
| Returns for 5 years | 30.92 | 16.22 | 191% |
| Returns for 10 years | 57.30 | 46.09 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers