CAPFX
Price
$9.25
Change
+$0.01 (+0.11%)
Updated
Oct 3 closing price
Net Assets
677.67M
HBLYX
Price
$15.33
Change
+$0.04 (+0.26%)
Updated
Oct 3 closing price
Net Assets
11.9B
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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$9.25
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets677.67M
Hartford Balanced Income Y
Price$15.33
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
CAPFX vs HBLYX Comparison Chart in %
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CAPFX vs. HBLYX commentary
Oct 06, 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 (678M). HBLYX (3.44) and CAPFX (3.39) have matching dividends . 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 : 9.39 vs. HBLYX (3.32). CAPFX return over 5 years is better than : 39.11 vs. HBLYX (20.26).
CAPFXHBLYXCAPFX / HBLYX
Total Expense Ratio0.900.67134%
Annual Report Gross Expense Ratio1.100.67164%
Fund Existence29 years19 years-
Gain YTD9.6059.405102%
Front Load1%N/A-
Min. Initial Investment15002500001%
Min. Initial Investment IRA250N/A-
Net Assets678M11.9B6%
Annual Yield % from dividends3.393.4499%
Returns for 1 year9.393.32283%
Returns for 3 years36.6422.97160%
Returns for 5 years39.1120.26193%
Returns for 10 years71.1851.71138%
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