CAPFX
Price
$9.06
Change
+$0.03 (+0.33%)
Updated
Jul 25 closing price
Net Assets
669.1M
HBLSX
Price
$14.93
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
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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$9.06
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets669.1M
Hartford Balanced Income R4
Price$14.93
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
CAPFX vs HBLSX Comparison Chart in %
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CAPFX vs. HBLSX commentary
Jul 27, 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: 11.9B vs. CAPFX (669M). CAPFX (3.28) 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 : 11.04 vs. HBLSX (4.97). CAPFX return over 5 years is better than : 37.95 vs. HBLSX (14.73).
CAPFXHBLSXCAPFX / HBLSX
Total Expense Ratio0.900.9694%
Annual Report Gross Expense Ratio1.100.96115%
Fund Existence29 years15 years-
Gain YTD6.5446.452101%
Front Load1%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRA250N/A-
Net Assets669M11.9B6%
Annual Yield % from dividends3.283.24101%
Returns for 1 year11.044.97222%
Returns for 3 years28.3814.34198%
Returns for 5 years37.9514.73258%
Returns for 10 years60.4841.17147%
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