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CAPCX vs HBLYX
CAPCX vs HBLYX Comparison
Open Charts CAPCX vs HBLYX
Federated Hermes Capital Income C
Price$9.15
Change-$0.06 (-0.65%)
VolumeN/A
Net Assets677.23M
Hartford Balanced Income Y
Price$15.25
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets12B
CAPCX vs HBLYX Comparison Chart in %
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CAPCX vs. HBLYX commentary
Aug 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. CAPCX (677M). HBLYX pays higher dividends than CAPCX: HBLYX (3.51) 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). CAPCX annual gain was more profitable for investors over the last year : 8.85 vs. HBLYX (3.91). CAPCX return over 5 years is better than : 30.51 vs. HBLYX (17.73).
| 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 | 7.901 | 8.401 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 12B | 6% |
| Annual Yield % from dividends | 2.48 | 3.51 | 71% |
| Returns for 1 year | 8.85 | 3.91 | 226% |
| Returns for 3 years | 25.94 | 16.25 | 160% |
| Returns for 5 years | 30.51 | 17.73 | 172% |
| Returns for 10 years | 55.11 | 50.61 | 109% |
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