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CAPSX vs HBLYX
CAPSX vs HBLYX Comparison
Open Charts CAPSX vs HBLYX
Federated Hermes Capital Income IS
Price$8.46
Change-$0.18 (-2.08%)
VolumeN/A
Net Assets655.88M
Hartford Balanced Income Y
Price$14.51
Change-$0.23 (-1.56%)
VolumeN/A
Net Assets11.99B
CAPSX vs HBLYX Comparison Chart
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CAPSX vs. HBLYX commentary
Apr 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. CAPSX (656M). 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). HBLYX annual gain was more profitable for investors over the last year : 4.89 vs. CAPSX (4.59). CAPSX return over 5 years is better than : 50.69 vs. HBLYX (30.28).
| 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 | -1.815 | 3.380 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 12B | 5% |
| Annual Yield % from dividends | 3.55 | 3.53 | 101% |
| Returns for 1 year | 4.59 | 4.89 | 94% |
| Returns for 3 years | 9.00 | 5.13 | 175% |
| Returns for 5 years | 50.69 | 30.28 | 167% |
| Returns for 10 years | 47.07 | 37.93 | 124% |
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