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CAPCX vs HBLIX
CAPCX vs HBLIX Comparison
Open Charts CAPCX vs HBLIX
Federated Hermes Capital Income C
Price$9.34
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets674.03M
Hartford Balanced Income I
Price$15.16
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.73B
CAPCX vs HBLIX Comparison Chart in %
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CAPCX vs. HBLIX commentary
Nov 14, 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. CAPCX (674M). HBLIX pays higher dividends than CAPCX: HBLIX (3.51) vs CAPCX (2.76). CAPCX was incepted earlier than HBLIX: CAPCX (33 years) vs HBLIX (16 years). CAPCX (1.85) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than HBLIX: CAPCX (1500) vs HBLIX (2000). CAPCX annual gain was more profitable for investors over the last year : 8.99 vs. HBLIX (3.94). CAPCX return over 5 years is better than : 29.25 vs. HBLIX (15.56).
| CAPCX | HBLIX | CAPCX / HBLIX | |
| Total Expense Ratio | 1.73 | 0.65 | 266% |
| Annual Report Gross Expense Ratio | 1.85 | 0.65 | 285% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 10.036 | 9.852 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 674M | 11.7B | 6% |
| Annual Yield % from dividends | 2.76 | 3.51 | 79% |
| Returns for 1 year | 8.99 | 3.94 | 228% |
| Returns for 3 years | 31.65 | 19.42 | 163% |
| Returns for 5 years | 29.25 | 15.56 | 188% |
| Returns for 10 years | 61.29 | 50.09 | 122% |
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