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CAPCX vs HBLTX
CAPCX vs HBLTX Comparison
Open Charts CAPCX vs HBLTX
Federated Hermes Capital Income C
Price$9.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets677.19M
Hartford Balanced Income R5
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
CAPCX vs HBLTX Comparison Chart in %
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CAPCX vs. HBLTX commentary
Dec 28, 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. CAPCX (677M). HBLTX pays higher dividends than CAPCX: HBLTX (3.41) vs CAPCX (2.77). CAPCX was incepted earlier than HBLTX: CAPCX (33 years) vs HBLTX (16 years). CAPCX (1.85) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). HBLTX has a lower initial minimum investment than CAPCX: HBLTX (0) vs CAPCX (1500). CAPCX annual gain was more profitable for investors over the last year : 10.27 vs. HBLTX (6.55). CAPCX return over 5 years is better than : 26.86 vs. HBLTX (11.15).
| CAPCX | HBLTX | CAPCX / HBLTX | |
| Total Expense Ratio | 1.73 | 0.66 | 262% |
| Annual Report Gross Expense Ratio | 1.85 | 0.66 | 280% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 11.097 | 6.961 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 11.7B | 6% |
| Annual Yield % from dividends | 2.77 | 3.41 | 81% |
| Returns for 1 year | 10.27 | 6.55 | 157% |
| Returns for 3 years | 32.90 | 18.48 | 178% |
| Returns for 5 years | 26.86 | 11.15 | 241% |
| Returns for 10 years | 63.26 | 48.07 | 132% |
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