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CAPCX vs HBLYX
CAPCX vs HBLYX Comparison
Open Charts CAPCX vs HBLYX
Federated Hermes Capital Income C
Price$8.45
Change-$0.19 (-2.20%)
VolumeN/A
Net Assets655.88M
Hartford Balanced Income Y
Price$14.51
Change-$0.23 (-1.56%)
VolumeN/A
Net Assets11.99B
CAPCX vs HBLYX Comparison Chart
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CAPCX vs. HBLYX commentary
Apr 04, 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 Hold and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. CAPCX (656M). HBLYX pays higher dividends than CAPCX: HBLYX (3.53) vs CAPCX (2.48). CAPCX was incepted earlier than HBLYX: CAPCX (32 years) vs HBLYX (19 years). CAPCX (1.85) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than HBLYX: CAPCX (1500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 4.89 vs. CAPCX (3.35). CAPCX return over 5 years is better than : 42.61 vs. HBLYX (30.28).
| CAPCX | HBLYX | CAPCX / HBLYX | |
| Total Expense Ratio | 1.73 | 0.67 | 258% |
| Annual Report Gross Expense Ratio | 1.85 | 0.67 | 276% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -2.192 | 3.380 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 656M | 12B | 5% |
| Annual Yield % from dividends | 2.48 | 3.53 | 70% |
| Returns for 1 year | 3.35 | 4.89 | 69% |
| Returns for 3 years | 5.51 | 5.13 | 107% |
| Returns for 5 years | 42.61 | 30.28 | 141% |
| Returns for 10 years | 33.35 | 37.93 | 88% |
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