CAPCX
Price
$8.44
Change
+$0.06 (+0.72%)
Updated
Apr 24 closing price
Net Assets
631.35M
HBLSX
Price
$14.30
Change
+$0.12 (+0.85%)
Updated
Apr 24 closing price
Net Assets
11.55B
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CAPCX vs HBLSX

Header iconCAPCX vs HBLSX Comparison
Open Charts CAPCX vs HBLSXBanner chart's image
Federated Hermes Capital Income C
Price$8.44
Change+$0.06 (+0.72%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income R4
Price$14.30
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
CAPCX vs HBLSX Comparison Chart
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CAPCX vs. HBLSX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. CAPCX (631M). 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 : 4.52 vs. HBLSX (3.11). CAPCX return over 5 years is better than : 32.41 vs. HBLSX (15.97).
CAPCXHBLSXCAPCX / HBLSX
Total Expense Ratio1.730.96180%
Annual Report Gross Expense Ratio1.850.96193%
Fund Existence32 years15 years-
Gain YTD-2.8060.281-1,000%
Front LoadN/AN/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets631M11.5B5%
Annual Yield % from dividends2.483.2676%
Returns for 1 year4.523.11145%
Returns for 3 years8.424.27197%
Returns for 5 years32.4115.97203%
Returns for 10 years31.4728.95109%
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