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CAPCX vs HBLIX
CAPCX vs HBLIX Comparison
Open Charts CAPCX vs HBLIX
Federated Hermes Capital Income C
Price$9.43
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets677.07M
Hartford Balanced Income I
Price$14.75
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
CAPCX vs HBLIX Comparison Chart in %
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CAPCX vs. HBLIX commentary
Dec 26, 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 Hold and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. CAPCX (677M). HBLIX pays higher dividends than CAPCX: HBLIX (3.45) vs CAPCX (2.77). 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 : 10.27 vs. HBLIX (6.69). CAPCX return over 5 years is better than : 26.86 vs. HBLIX (11.06).
| 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 | 11.097 | 6.881 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 11.7B | 6% |
| Annual Yield % from dividends | 2.77 | 3.45 | 80% |
| Returns for 1 year | 10.27 | 6.69 | 153% |
| Returns for 3 years | 32.73 | 18.10 | 181% |
| Returns for 5 years | 26.86 | 11.06 | 243% |
| Returns for 10 years | 64.13 | 47.71 | 134% |
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