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CAPFX vs HBLSX
CAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSX
Federated Hermes Capital Income F
Price$9.15
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets669.91M
Hartford Balanced Income R4
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
CAPFX vs HBLSX Comparison Chart in %
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CAPFX vs. HBLSX commentary
Aug 18, 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 Hold and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. CAPFX (670M). CAPFX (3.27) and HBLSX (3.24) 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 : 10.31 vs. HBLSX (4.12). CAPFX return over 5 years is better than : 35.84 vs. HBLSX (14.65).
| 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 | 7.602 | 7.094 | 107% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 670M | 11.9B | 6% |
| Annual Yield % from dividends | 3.27 | 3.24 | 101% |
| Returns for 1 year | 10.31 | 4.12 | 251% |
| Returns for 3 years | 24.42 | 10.88 | 224% |
| Returns for 5 years | 35.84 | 14.65 | 245% |
| Returns for 10 years | 61.27 | 41.39 | 148% |
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