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CAPSX vs HBLYX
CAPSX vs HBLYX Comparison
Open Charts CAPSX vs HBLYX
Federated Hermes Capital Income IS
Price$9.01
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets662.9M
Hartford Balanced Income Y
Price$14.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.77B
CAPSX vs HBLYX Comparison Chart in %
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CAPSX vs. HBLYX commentary
Aug 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 Buy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPSX (663M). 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 : 9.28 vs. HBLYX (3.22). CAPSX return over 5 years is better than : 37.71 vs. HBLYX (15.35).
| 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 | 5.866 | 5.571 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 11.8B | 6% |
| Annual Yield % from dividends | 3.52 | 3.51 | 100% |
| Returns for 1 year | 9.28 | 3.22 | 288% |
| Returns for 3 years | 25.91 | 12.61 | 206% |
| Returns for 5 years | 37.71 | 15.35 | 246% |
| Returns for 10 years | 61.98 | 43.09 | 144% |
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