CAPFX
Price
$9.06
Change
+$0.03 (+0.33%)
Updated
Jul 25 closing price
Net Assets
669.1M
HBLYX
Price
$15.08
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
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CAPFX vs HBLYX

Header iconCAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYXBanner chart's image
Federated Hermes Capital Income F
Price$9.06
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets669.1M
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
CAPFX vs HBLYX Comparison Chart in %
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CAPFX vs. HBLYX 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 HBLYX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. CAPFX (669M). HBLYX pays higher dividends than CAPFX: HBLYX (3.51) vs CAPFX (3.28). CAPFX was incepted earlier than HBLYX: CAPFX (29 years) vs HBLYX (19 years). CAPFX (1.10) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPFX (31.00). CAPFX has a lower initial minimum investment than HBLYX: CAPFX (1500) vs HBLYX (250000). CAPFX annual gain was more profitable for investors over the last year : 11.04 vs. HBLYX (5.38). CAPFX return over 5 years is better than : 37.95 vs. HBLYX (16.51).
CAPFXHBLYXCAPFX / HBLYX
Total Expense Ratio0.900.67134%
Annual Report Gross Expense Ratio1.100.67164%
Fund Existence29 years19 years-
Gain YTD6.5446.70398%
Front Load1%N/A-
Min. Initial Investment15002500001%
Min. Initial Investment IRA250N/A-
Net Assets669M11.9B6%
Annual Yield % from dividends3.283.5193%
Returns for 1 year11.045.38205%
Returns for 3 years28.3815.46184%
Returns for 5 years37.9516.51230%
Returns for 10 years60.4845.27134%
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