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CAPFX vs HBLSX
CAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSX
Federated Hermes Capital Income F
Price$9.29
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets675.04M
Hartford Balanced Income R4
Price$15.23
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
CAPFX vs HBLSX Comparison Chart in %
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CAPFX vs. HBLSX commentary
Oct 27, 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 CAPFX is a Buy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. CAPFX (675M). CAPFX pays higher dividends than HBLSX: CAPFX (3.39) vs HBLSX (3.18). CAPFX was incepted earlier than HBLSX: CAPFX (29 years) vs HBLSX (15 years). CAPFX (1.10) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. CAPFX (31.00). HBLSX has a lower initial minimum investment than CAPFX: HBLSX (0) vs CAPFX (1500). CAPFX annual gain was more profitable for investors over the last year : 10.44 vs. HBLSX (3.51). CAPFX return over 5 years is better than : 37.93 vs. HBLSX (16.91).
| CAPFX | HBLSX | CAPFX / HBLSX | |
| Total Expense Ratio | 0.90 | 0.96 | 94% |
| Annual Report Gross Expense Ratio | 1.10 | 0.96 | 115% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 10.460 | 9.459 | 111% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.8B | 6% |
| Annual Yield % from dividends | 3.39 | 3.18 | 107% |
| Returns for 1 year | 10.44 | 3.51 | 297% |
| Returns for 3 years | 38.37 | 23.71 | 162% |
| Returns for 5 years | 37.93 | 16.91 | 224% |
| Returns for 10 years | 69.56 | 43.84 | 159% |
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