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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$8.53
Change+$0.04 (+0.47%)
VolumeN/A
Net Assets640.6M
Hartford Balanced Income Y
Price$14.54
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets11.64B
CAPFX vs HBLYX Comparison Chart
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CAPFX vs. HBLYX commentary
May 04, 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.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. CAPFX (641M). HBLYX pays higher dividends than CAPFX: HBLYX (3.57) vs CAPFX (3.37). 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 : 6.89 vs. HBLYX (4.04). CAPFX return over 5 years is better than : 39.43 vs. HBLYX (19.65).
| 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 | -1.034 | 1.416 | -73% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 641M | 11.6B | 6% |
| Annual Yield % from dividends | 3.37 | 3.57 | 94% |
| Returns for 1 year | 6.89 | 4.04 | 171% |
| Returns for 3 years | 14.53 | 7.98 | 182% |
| Returns for 5 years | 39.43 | 19.65 | 201% |
| Returns for 10 years | 44.89 | 35.31 | 127% |
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