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CAPCX vs HBLYX
CAPCX vs HBLYX Comparison
Open Charts CAPCX vs HBLYX
Federated Hermes Capital Income C
Price$8.62
Change-$0.09 (-1.03%)
VolumeN/A
Net Assets651.69M
Hartford Balanced Income Y
Price$14.54
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets11.77B
CAPCX vs HBLYX Comparison Chart
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CAPCX vs. HBLYX commentary
May 22, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPCX (652M). HBLYX pays higher dividends than CAPCX: HBLYX (3.57) vs CAPCX (2.54). 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). CAPCX annual gain was more profitable for investors over the last year : 4.84 vs. HBLYX (3.05). CAPCX return over 5 years is better than : 31.82 vs. HBLYX (19.57).
| 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 | -0.023 | 3.099 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 652M | 11.8B | 6% |
| Annual Yield % from dividends | 2.54 | 3.57 | 71% |
| Returns for 1 year | 4.84 | 3.05 | 159% |
| Returns for 3 years | 16.40 | 11.34 | 145% |
| Returns for 5 years | 31.82 | 19.57 | 163% |
| Returns for 10 years | 35.72 | 36.96 | 97% |
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