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CAPSX vs HBLIX
CAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIX
Federated Hermes Capital Income IS
Price$8.97
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets663.09M
Hartford Balanced Income I
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.95B
CAPSX vs HBLIX Comparison Chart in %
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CAPSX vs. HBLIX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B 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 : 10.45 vs. HBLIX (7.20). CAPSX return over 5 years is better than : 40.91 vs. HBLIX (19.28).
| 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 | 5.101 | 6.092 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 11.9B | 6% |
| Annual Yield % from dividends | 3.52 | 3.58 | 98% |
| Returns for 1 year | 10.45 | 7.20 | 145% |
| Returns for 3 years | 28.37 | 16.90 | 168% |
| Returns for 5 years | 40.91 | 19.28 | 212% |
| Returns for 10 years | 60.05 | 44.03 | 136% |
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