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CAPFX vs HBLSX
CAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSX
Federated Hermes Capital Income F
Price$8.72
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets649.93M
Hartford Balanced Income R4
Price$14.62
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
CAPFX vs HBLSX Comparison Chart
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CAPFX vs. HBLSX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. CAPFX (650M). CAPFX (3.34) and HBLSX (3.26) have matching dividends . 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 : 7.47 vs. HBLSX (3.47). CAPFX return over 5 years is better than : 32.05 vs. HBLSX (11.71).
| 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 | 1.751 | 3.251 | 54% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 650M | 11.7B | 6% |
| Annual Yield % from dividends | 3.34 | 3.26 | 102% |
| Returns for 1 year | 7.47 | 3.47 | 215% |
| Returns for 3 years | 17.09 | 7.22 | 237% |
| Returns for 5 years | 32.05 | 11.71 | 274% |
| Returns for 10 years | 50.76 | 35.82 | 142% |
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