CAPSX
Price
$8.97
Change
+$0.01 (+0.11%)
Updated
Jul 2 closing price
Net Assets
663.09M
HBLYX
Price
$15.02
Change
+$0.02 (+0.13%)
Updated
Jul 2 closing price
Net Assets
11.95B
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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$8.97
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets663.09M
Hartford Balanced Income Y
Price$15.02
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
CAPSX vs HBLYX Comparison Chart in %
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CAPSX vs. HBLYX commentary
Jul 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B 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 : 10.45 vs. HBLYX (7.28). CAPSX return over 5 years is better than : 40.91 vs. HBLYX (19.30).
CAPSXHBLYXCAPSX / HBLYX
Total Expense Ratio0.640.6796%
Annual Report Gross Expense Ratio0.850.67127%
Fund Existence13 years19 years-
Gain YTD5.1016.13783%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets663M11.9B6%
Annual Yield % from dividends3.523.51100%
Returns for 1 year10.457.28144%
Returns for 3 years28.3716.93168%
Returns for 5 years40.9119.30212%
Returns for 10 years60.0544.50135%
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