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CAPFX vs HBLSX
CAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSX
Federated Hermes Capital Income F
Price$9.21
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets679.16M
Hartford Balanced Income R4
Price$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.94B
CAPFX vs HBLSX Comparison Chart in %
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CAPFX vs. HBLSX commentary
Sep 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 Hold and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. CAPFX (679M). CAPFX (3.22) and HBLSX (3.17) 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 : 10.50 vs. HBLSX (3.49). CAPFX return over 5 years is better than : 36.38 vs. HBLSX (16.03).
| 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 | 8.751 | 8.163 | 107% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 679M | 11.9B | 6% |
| Annual Yield % from dividends | 3.22 | 3.17 | 102% |
| Returns for 1 year | 10.50 | 3.49 | 301% |
| Returns for 3 years | 32.10 | 18.48 | 174% |
| Returns for 5 years | 36.38 | 16.03 | 227% |
| Returns for 10 years | 68.23 | 46.85 | 146% |
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