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CAPSX vs HBLYX
CAPSX vs HBLYX Comparison
Open Charts CAPSX vs HBLYX
Federated Hermes Capital Income IS
Price$9.28
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets678.17M
Hartford Balanced Income Y
Price$15.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
CAPSX vs HBLYX Comparison Chart in %
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CAPSX vs. HBLYX commentary
Oct 08, 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. CAPSX (678M). CAPSX pays higher dividends than HBLYX: CAPSX (3.63) vs HBLYX (3.44). CAPSX was incepted earlier than HBLYX: CAPSX (14 years) vs HBLYX (19 years). CAPSX (0.85) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPSX (31.00). HBLYX has a lower initial minimum investment than CAPSX: HBLYX (250000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 10.27 vs. HBLYX (3.59). CAPSX return over 5 years is better than : 38.68 vs. HBLYX (18.12).
| CAPSX | HBLYX | CAPSX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.85 | 0.67 | 127% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 10.032 | 9.262 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 11.9B | 6% |
| Annual Yield % from dividends | 3.63 | 3.44 | 106% |
| Returns for 1 year | 10.27 | 3.59 | 286% |
| Returns for 3 years | 41.09 | 25.89 | 159% |
| Returns for 5 years | 38.68 | 18.12 | 213% |
| Returns for 10 years | 73.51 | 50.25 | 146% |
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