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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$9.15
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets669.91M
Hartford Balanced Income Y
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
CAPFX vs HBLYX Comparison Chart in %
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CAPFX vs. HBLYX commentary
Aug 18, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. CAPFX (670M). HBLYX pays higher dividends than CAPFX: HBLYX (3.51) vs CAPFX (3.27). 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 : 10.31 vs. HBLYX (4.53). CAPFX return over 5 years is better than : 35.84 vs. HBLYX (16.43).
| CAPFX | HBLYX | CAPFX / HBLYX | |
| Total Expense Ratio | 0.90 | 0.67 | 134% |
| Annual Report Gross Expense Ratio | 1.10 | 0.67 | 164% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 7.602 | 7.340 | 104% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 670M | 11.9B | 6% |
| Annual Yield % from dividends | 3.27 | 3.51 | 93% |
| Returns for 1 year | 10.31 | 4.53 | 227% |
| Returns for 3 years | 24.42 | 11.99 | 204% |
| Returns for 5 years | 35.84 | 16.43 | 218% |
| Returns for 10 years | 61.27 | 45.49 | 135% |
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