Interact to see
Advertisement
Advertisement
CAPCX vs HBLFX
CAPCX vs HBLFX Comparison
Open Charts CAPCX vs HBLFX
Federated Hermes Capital Income C
Price$9.35
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets675.18M
Hartford Balanced Income F
Price$15.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.69B
CAPCX vs HBLFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPCX vs. HBLFX commentary
Dec 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 CAPCX is a Buy and HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. CAPCX (675M). HBLFX pays higher dividends than CAPCX: HBLFX (3.53) vs CAPCX (2.77). CAPCX was incepted earlier than HBLFX: CAPCX (33 years) vs HBLFX (9 years). CAPCX (1.85) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than HBLFX: CAPCX (1500) vs HBLFX (1000000). CAPCX annual gain was more profitable for investors over the last year : 7.63 vs. HBLFX (2.94). CAPCX return over 5 years is better than : 26.43 vs. HBLFX (14.32).
| CAPCX | HBLFX | CAPCX / HBLFX | |
| Total Expense Ratio | 1.73 | 0.56 | 309% |
| Annual Report Gross Expense Ratio | 1.85 | 0.56 | 330% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 9.801 | 10.216 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.7B | 6% |
| Annual Yield % from dividends | 2.77 | 3.53 | 78% |
| Returns for 1 year | 7.63 | 2.94 | 259% |
| Returns for 3 years | 28.51 | 15.87 | 180% |
| Returns for 5 years | 26.43 | 14.32 | 185% |
| Returns for 10 years | 59.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GQQQ | 30.23 | 0.20 | +0.65% |
| Astoria US Quality Growth Kings ETF | |||
| ETW | 9.13 | 0.03 | +0.33% |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | |||
| STXD | 36.87 | 0.12 | +0.33% |
| Strive 1000 Dividend Growth ETF | |||
| IBMS | 25.95 | N/A | N/A |
| iShares iBonds Dec 2030 Term Mun Bd ETF | |||
| RAAX | 35.36 | -0.20 | -0.56% |
| VanEck Real Assets ETF | |||