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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$9.06
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets669.1M
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
CAPFX vs HBLYX Comparison Chart in %
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CAPFX vs. HBLYX commentary
Jul 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.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. CAPFX (669M). HBLYX pays higher dividends than CAPFX: HBLYX (3.51) vs CAPFX (3.28). 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 : 11.04 vs. HBLYX (5.38). CAPFX return over 5 years is better than : 37.95 vs. HBLYX (16.51).
| 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 | 6.544 | 6.703 | 98% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 669M | 11.9B | 6% |
| Annual Yield % from dividends | 3.28 | 3.51 | 93% |
| Returns for 1 year | 11.04 | 5.38 | 205% |
| Returns for 3 years | 28.38 | 15.46 | 184% |
| Returns for 5 years | 37.95 | 16.51 | 230% |
| Returns for 10 years | 60.48 | 45.27 | 134% |
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