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CAPFX vs HBLSX
CAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSX
Federated Hermes Capital Income F
Price$9.25
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets677.67M
Hartford Balanced Income R4
Price$15.19
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
CAPFX vs HBLSX Comparison Chart in %
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CAPFX vs. HBLSX commentary
Oct 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 CAPFX is a Buy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. CAPFX (678M). 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 : 9.39 vs. HBLSX (3.04). CAPFX return over 5 years is better than : 39.11 vs. HBLSX (18.50).
| 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 | 9.605 | 9.172 | 105% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 678M | 11.9B | 6% |
| Annual Yield % from dividends | 3.39 | 3.18 | 107% |
| Returns for 1 year | 9.39 | 3.04 | 309% |
| Returns for 3 years | 36.64 | 21.86 | 168% |
| Returns for 5 years | 39.11 | 18.50 | 211% |
| Returns for 10 years | 71.18 | 47.41 | 150% |
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