CAPFX
Price
$9.29
Change
+$0.02 (+0.22%)
Updated
Oct 24 closing price
Net Assets
675.04M
HBLYX
Price
$15.37
Change
+$0.02 (+0.13%)
Updated
Oct 24 closing price
Net Assets
11.83B
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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$9.29
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets675.04M
Hartford Balanced Income Y
Price$15.37
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
CAPFX vs HBLYX Comparison Chart in %
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CAPFX vs. HBLYX commentary
Oct 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: 11.8B vs. CAPFX (675M). 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 : 10.44 vs. HBLYX (3.86). CAPFX return over 5 years is better than : 37.93 vs. HBLYX (18.66).
CAPFXHBLYXCAPFX / HBLYX
Total Expense Ratio0.900.67134%
Annual Report Gross Expense Ratio1.100.67164%
Fund Existence29 years19 years-
Gain YTD10.4609.690108%
Front Load1%N/A-
Min. Initial Investment15002500001%
Min. Initial Investment IRA250N/A-
Net Assets675M11.8B6%
Annual Yield % from dividends3.393.4499%
Returns for 1 year10.443.86271%
Returns for 3 years38.3724.82155%
Returns for 5 years37.9318.66203%
Returns for 10 years69.5647.94145%
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