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CAPCX vs HBLYX
CAPCX vs HBLYX Comparison
Open Charts CAPCX vs HBLYX
Federated Hermes Capital Income C
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets665.51M
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
CAPCX vs HBLYX Comparison Chart in %
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CAPCX vs. HBLYX commentary
Jul 06, 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: 12B 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 : 9.26 vs. HBLYX (6.98). CAPCX return over 5 years is better than : 33.79 vs. HBLYX (19.46).
| 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 | 4.770 | 6.278 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 666M | 12B | 6% |
| Annual Yield % from dividends | 2.48 | 3.51 | 71% |
| Returns for 1 year | 9.26 | 6.98 | 133% |
| Returns for 3 years | 24.56 | 17.09 | 144% |
| Returns for 5 years | 33.79 | 19.46 | 174% |
| Returns for 10 years | 45.94 | 44.69 | 103% |
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