CAPFX
Price
$8.62
Change
+$0.02 (+0.23%)
Updated
Apr 2 closing price
Net Assets
654.04M
HBLSX
Price
$14.60
Change
+$0.04 (+0.27%)
Updated
Apr 2 closing price
Net Assets
11.95B
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CAPFX vs HBLSX

Header iconCAPFX vs HBLSX Comparison
Open Charts CAPFX vs HBLSXBanner chart's image
Federated Hermes Capital Income F
Price$8.62
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income R4
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.95B
CAPFX vs HBLSX Comparison Chart
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CAPFX vs. HBLSX commentary
Apr 03, 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.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. CAPFX (654M). 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 : 5.68 vs. HBLSX (4.26). CAPFX return over 5 years is better than : 49.63 vs. HBLSX (28.09).
CAPFXHBLSXCAPFX / HBLSX
Total Expense Ratio0.900.9694%
Annual Report Gross Expense Ratio1.100.96115%
Fund Existence29 years15 years-
Gain YTD-0.3712.968-12%
Front Load1%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets654M12B5%
Annual Yield % from dividends3.303.26101%
Returns for 1 year5.684.26133%
Returns for 3 years9.963.68271%
Returns for 5 years49.6328.09177%
Returns for 10 years46.4034.06136%
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