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CAPSX vs HBLIX
CAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIX
Federated Hermes Capital Income IS
Price$8.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets640.38M
Hartford Balanced Income I
Price$14.24
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets11.68B
CAPSX vs HBLIX Comparison Chart
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CAPSX vs. HBLIX commentary
May 02, 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 CAPSX is a Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. CAPSX (640M). HBLIX (3.65) and CAPSX (3.62) have matching dividends . CAPSX was incepted earlier than HBLIX: CAPSX (13 years) vs HBLIX (15 years). CAPSX (0.85) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. CAPSX (31.00). HBLIX has a lower initial minimum investment than CAPSX: HBLIX (2000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 7.81 vs. HBLIX (5.23). CAPSX return over 5 years is better than : 41.15 vs. HBLIX (20.10).
| CAPSX | HBLIX | CAPSX / HBLIX | |
| Total Expense Ratio | 0.64 | 0.65 | 98% |
| Annual Report Gross Expense Ratio | 0.85 | 0.65 | 131% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | -0.947 | 1.866 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 11.7B | 5% |
| Annual Yield % from dividends | 3.62 | 3.65 | 99% |
| Returns for 1 year | 7.81 | 5.23 | 149% |
| Returns for 3 years | 15.67 | 8.73 | 179% |
| Returns for 5 years | 41.15 | 20.10 | 205% |
| Returns for 10 years | 47.62 | 34.90 | 136% |
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