CAPCX
Price
$9.00
Change
-$0.04 (-0.44%)
Updated
Aug 1 closing price
Net Assets
665.56M
HBLYX
Price
$14.92
Change
-$0.00 (-0.00%)
Updated
Aug 1 closing price
Net Assets
11.78B
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CAPCX vs HBLYX

Header iconCAPCX vs HBLYX Comparison
Open Charts CAPCX vs HBLYXBanner chart's image
Federated Hermes Capital Income C
Price$9.00
Change-$0.04 (-0.44%)
VolumeN/A
Net Assets665.56M
Hartford Balanced Income Y
Price$14.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
CAPCX vs HBLYX Comparison Chart in %
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CAPCX vs. HBLYX commentary
Aug 02, 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 Hold.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPCX (666M). 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 : 8.48 vs. HBLYX (3.22). CAPCX return over 5 years is better than : 31.05 vs. HBLYX (15.35).
CAPCXHBLYXCAPCX / HBLYX
Total Expense Ratio1.730.67258%
Annual Report Gross Expense Ratio1.850.67276%
Fund Existence32 years19 years-
Gain YTD5.5515.571100%
Front LoadN/AN/A-
Min. Initial Investment15002500001%
Min. Initial Investment IRA250N/A-
Net Assets666M11.8B6%
Annual Yield % from dividends2.483.5171%
Returns for 1 year8.483.22263%
Returns for 3 years22.4612.61178%
Returns for 5 years31.0515.35202%
Returns for 10 years47.4943.09110%
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