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CAPSX vs HBLIX
CAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIX
Federated Hermes Capital Income IS
Price$8.46
Change-$0.18 (-2.08%)
VolumeN/A
Net Assets655.88M
Hartford Balanced Income I
Price$14.29
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
CAPSX vs HBLIX Comparison Chart
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CAPSX vs. HBLIX commentary
Apr 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 CAPSX is a Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. CAPSX (656M). HBLIX (3.60) and CAPSX (3.55) 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). HBLIX annual gain was more profitable for investors over the last year : 4.92 vs. CAPSX (4.59). CAPSX return over 5 years is better than : 50.69 vs. HBLIX (30.27).
| 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 | -1.815 | 3.361 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 12B | 5% |
| Annual Yield % from dividends | 3.55 | 3.60 | 99% |
| Returns for 1 year | 4.59 | 4.92 | 93% |
| Returns for 3 years | 9.00 | 5.17 | 174% |
| Returns for 5 years | 50.69 | 30.27 | 167% |
| Returns for 10 years | 47.07 | 37.48 | 126% |
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