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CAPFX vs HBLSX
CAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSX
Federated Hermes Capital Income F
Price$8.42
Change+$0.06 (+0.72%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income R4
Price$14.18
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets11.5B
CAPFX vs HBLSX Comparison Chart
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CAPFX vs. HBLSX commentary
Apr 25, 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: 11.5B vs. CAPFX (631M). CAPFX (3.30) 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 : 4.21 vs. HBLSX (2.53). CAPFX return over 5 years is better than : 36.51 vs. HBLSX (15.48).
| 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 | -3.510 | -0.144 | 2,445% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 631M | 11.5B | 5% |
| Annual Yield % from dividends | 3.30 | 3.26 | 101% |
| Returns for 1 year | 4.21 | 2.53 | 167% |
| Returns for 3 years | 10.19 | 4.04 | 252% |
| Returns for 5 years | 36.51 | 15.48 | 236% |
| Returns for 10 years | 39.75 | 28.22 | 141% |
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