CAPSX
Price
$9.01
Change
-$0.03 (-0.33%)
Updated
Aug 1 closing price
Net Assets
662.9M
HBLIX
Price
$14.69
Change
-$0.00 (-0.00%)
Updated
Aug 1 closing price
Net Assets
11.77B
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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$9.01
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets662.9M
Hartford Balanced Income I
Price$14.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.77B
CAPSX vs HBLIX Comparison Chart in %
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CAPSX vs. HBLIX commentary
Aug 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 Buy and HBLIX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. CAPSX (663M). HBLIX (3.58) and CAPSX (3.52) 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 : 9.28 vs. HBLIX (3.15). CAPSX return over 5 years is better than : 37.71 vs. HBLIX (15.28).
CAPSXHBLIXCAPSX / HBLIX
Total Expense Ratio0.640.6598%
Annual Report Gross Expense Ratio0.850.65131%
Fund Existence13 years15 years-
Gain YTD5.8665.517106%
Front LoadN/AN/A-
Min. Initial Investment1000000200050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets663M11.8B6%
Annual Yield % from dividends3.523.5898%
Returns for 1 year9.283.15294%
Returns for 3 years25.9112.60206%
Returns for 5 years37.7115.28247%
Returns for 10 years61.9842.61145%
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