CAPSX
Price
$9.15
Change
-$0.07 (-0.76%)
Updated
Aug 25 closing price
Net Assets
677.23M
HBLIX
Price
$15.02
Change
-$0.07 (-0.46%)
Updated
Aug 25 closing price
Net Assets
12B
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CAPSX vs HBLIX

Header iconCAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIXBanner chart's image
Federated Hermes Capital Income IS
Price$9.15
Change-$0.07 (-0.76%)
VolumeN/A
Net Assets677.23M
Hartford Balanced Income I
Price$15.02
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets12B
CAPSX vs HBLIX Comparison Chart in %
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CAPSX vs. HBLIX commentary
Aug 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 CAPSX is a Hold and HBLIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. CAPSX (677M). HBLIX (3.58) and CAPSX (3.52) have matching dividends . CAPSX was incepted earlier than HBLIX: CAPSX (13 years) vs HBLIX (16 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 : 10.12 vs. HBLIX (3.92). CAPSX return over 5 years is better than : 37.92 vs. HBLIX (17.70).
CAPSXHBLIXCAPSX / HBLIX
Total Expense Ratio0.640.6598%
Annual Report Gross Expense Ratio0.850.65131%
Fund Existence13 years16 years-
Gain YTD8.8008.391105%
Front LoadN/AN/A-
Min. Initial Investment1000000200050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets677M12B6%
Annual Yield % from dividends3.523.5898%
Returns for 1 year10.123.92258%
Returns for 3 years30.0616.30184%
Returns for 5 years37.9217.70214%
Returns for 10 years71.0950.08142%
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