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CAPSX vs HBLYX
CAPSX vs HBLYX Comparison
Open Charts CAPSX vs HBLYX
Federated Hermes Capital Income IS
Price$8.47
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets638.97M
Hartford Balanced Income Y
Price$14.45
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.65B
CAPSX vs HBLYX Comparison Chart
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CAPSX vs. HBLYX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. CAPSX (639M). CAPSX (3.55) and HBLYX (3.53) have matching dividends . CAPSX was incepted earlier than HBLYX: CAPSX (13 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 : 7.30 vs. HBLYX (4.62). CAPSX return over 5 years is better than : 41.07 vs. HBLYX (18.80).
| CAPSX | HBLYX | CAPSX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.85 | 0.67 | 127% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | -1.412 | 1.346 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 11.6B | 6% |
| Annual Yield % from dividends | 3.55 | 3.53 | 101% |
| Returns for 1 year | 7.30 | 4.62 | 158% |
| Returns for 3 years | 14.16 | 6.97 | 203% |
| Returns for 5 years | 41.07 | 18.80 | 218% |
| Returns for 10 years | 46.05 | 33.66 | 137% |
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