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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$8.72
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets649.93M
Hartford Balanced Income Y
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.74B
CAPFX vs HBLYX Comparison Chart
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CAPFX vs. HBLYX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. CAPFX (650M). HBLYX pays higher dividends than CAPFX: HBLYX (3.53) vs CAPFX (3.34). 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 : 7.47 vs. HBLYX (3.82). CAPFX return over 5 years is better than : 32.05 vs. HBLYX (13.34).
| 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 | 1.751 | 3.380 | 52% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 650M | 11.7B | 6% |
| Annual Yield % from dividends | 3.34 | 3.53 | 95% |
| Returns for 1 year | 7.47 | 3.82 | 195% |
| Returns for 3 years | 17.09 | 8.25 | 207% |
| Returns for 5 years | 32.05 | 13.34 | 240% |
| Returns for 10 years | 50.76 | 39.66 | 128% |
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