CAPSX
Price
$9.15
Change
-$0.07 (-0.76%)
Updated
Aug 25 closing price
Net Assets
677.23M
HBLYX
Price
$15.25
Change
-$0.07 (-0.46%)
Updated
Aug 25 closing price
Net Assets
12B
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CAPSX vs HBLYX

Header iconCAPSX vs HBLYX Comparison
Open Charts CAPSX vs HBLYXBanner chart's image
Federated Hermes Capital Income IS
Price$9.15
Change-$0.07 (-0.76%)
VolumeN/A
Net Assets677.23M
Hartford Balanced Income Y
Price$15.25
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets12B
CAPSX vs HBLYX Comparison Chart in %
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CAPSX vs. HBLYX commentary
Aug 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. CAPSX (677M). CAPSX (3.52) and HBLYX (3.51) 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 : 10.12 vs. HBLYX (3.91). CAPSX return over 5 years is better than : 37.92 vs. HBLYX (17.73).
CAPSXHBLYXCAPSX / HBLYX
Total Expense Ratio0.640.6796%
Annual Report Gross Expense Ratio0.850.67127%
Fund Existence13 years19 years-
Gain YTD8.8008.401105%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets677M12B6%
Annual Yield % from dividends3.523.51100%
Returns for 1 year10.123.91259%
Returns for 3 years30.0616.25185%
Returns for 5 years37.9217.73214%
Returns for 10 years71.0950.61140%
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