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CAPSX vs HBLIX
CAPSX vs HBLIX Comparison
Open Charts CAPSX vs HBLIX
Federated Hermes Capital Income IS
Price$8.72
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets651.57M
Hartford Balanced Income I
Price$14.52
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
CAPSX vs HBLIX Comparison Chart
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CAPSX vs. HBLIX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. CAPSX (652M). HBLIX (3.60) and CAPSX (3.59) 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 : 7.98 vs. HBLIX (3.83). CAPSX return over 5 years is better than : 34.00 vs. HBLIX (13.47).
| 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 | 2.090 | 3.504 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 11.8B | 6% |
| Annual Yield % from dividends | 3.59 | 3.60 | 100% |
| Returns for 1 year | 7.98 | 3.83 | 208% |
| Returns for 3 years | 19.54 | 9.14 | 214% |
| Returns for 5 years | 34.00 | 13.47 | 252% |
| Returns for 10 years | 54.49 | 39.31 | 139% |
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