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CAPCX vs HBLTX
CAPCX vs HBLTX Comparison
Open Charts CAPCX vs HBLTX
Federated Hermes Capital Income C
Price$9.35
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets675.18M
Hartford Balanced Income R5
Price$15.30
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.69B
CAPCX vs HBLTX Comparison Chart in %
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CAPCX vs. HBLTX 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 HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. CAPCX (675M). 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 : 7.63 vs. HBLTX (2.95). CAPCX return over 5 years is better than : 26.43 vs. HBLTX (13.86).
| 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 | 9.801 | 10.126 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.7B | 6% |
| Annual Yield % from dividends | 2.77 | 3.41 | 81% |
| Returns for 1 year | 7.63 | 2.95 | 259% |
| Returns for 3 years | 28.51 | 15.63 | 182% |
| Returns for 5 years | 26.43 | 13.86 | 191% |
| Returns for 10 years | 59.67 | 48.40 | 123% |
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