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CAPCX vs HBLCX
CAPCX vs HBLCX Comparison
Open Charts CAPCX vs HBLCX
Federated Hermes Capital Income C
Price$9.25
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets673.18M
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
CAPCX vs HBLCX Comparison Chart in %
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CAPCX vs. HBLCX commentary
Oct 19, 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 CAPCX is a Buy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. CAPCX (673M). CAPCX (2.60) and HBLCX (2.58) have matching dividends . CAPCX was incepted earlier than HBLCX: CAPCX (33 years) vs HBLCX (19 years). CAPCX (1.85) is less costly to investors than HBLCX (1.64). HBLCX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than HBLCX: CAPCX (1500) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to CAPCX: HBLCX (2000) vs CAPCX (250). CAPCX annual gain was more profitable for investors over the last year : 7.64 vs. HBLCX (1.35). CAPCX return over 5 years is better than : 30.98 vs. HBLCX (11.49).
| CAPCX | HBLCX | CAPCX / HBLCX | |
| Total Expense Ratio | 1.73 | 1.64 | 105% |
| Annual Report Gross Expense Ratio | 1.85 | 1.64 | 113% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 8.676 | 8.089 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 673M | 11.8B | 6% |
| Annual Yield % from dividends | 2.60 | 2.58 | 101% |
| Returns for 1 year | 7.64 | 1.35 | 568% |
| Returns for 3 years | 35.10 | 21.22 | 165% |
| Returns for 5 years | 30.98 | 11.49 | 270% |
| Returns for 10 years | 56.39 | 35.29 | 160% |
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