CAPFX
Price
$9.29
Change
+$0.02 (+0.22%)
Updated
Oct 24 closing price
Net Assets
675.04M
HBLSX
Price
$15.23
Change
+$0.02 (+0.13%)
Updated
Oct 24 closing price
Net Assets
11.83B
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CAPFX vs HBLSX

Header iconCAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSXBanner chart's image
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.

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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).
CAPFXHBLSXCAPFX / HBLSX
Total Expense Ratio0.900.9694%
Annual Report Gross Expense Ratio1.100.96115%
Fund Existence29 years15 years-
Gain YTD10.4609.459111%
Front Load1%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets675M11.8B6%
Annual Yield % from dividends3.393.18107%
Returns for 1 year10.443.51297%
Returns for 3 years38.3723.71162%
Returns for 5 years37.9316.91224%
Returns for 10 years69.5643.84159%
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