CAPCX
Price
$8.44
Change
+$0.06 (+0.72%)
Updated
Apr 24 closing price
Net Assets
631.35M
HBLYX
Price
$14.44
Change
+$0.13 (+0.91%)
Updated
Apr 24 closing price
Net Assets
11.55B
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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$8.44
Change+$0.06 (+0.72%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income Y
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets11.55B
CAPCX vs HBLYX Comparison Chart
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CAPCX vs. HBLYX 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 HBLYX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. CAPCX (631M). 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). CAPCX annual gain was more profitable for investors over the last year : 4.52 vs. HBLYX (3.39). CAPCX return over 5 years is better than : 32.41 vs. HBLYX (17.64).
CAPCXHBLYXCAPCX / HBLYX
Total Expense Ratio1.730.67258%
Annual Report Gross Expense Ratio1.850.67276%
Fund Existence32 years19 years-
Gain YTD-2.8060.364-771%
Front LoadN/AN/A-
Min. Initial Investment15002500001%
Min. Initial Investment IRA250N/A-
Net Assets631M11.5B5%
Annual Yield % from dividends2.483.5370%
Returns for 1 year4.523.39133%
Returns for 3 years8.425.23161%
Returns for 5 years32.4117.64184%
Returns for 10 years31.4732.5697%
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