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CAPCX vs HBLVX
CAPCX vs HBLVX Comparison
Open Charts CAPCX vs HBLVX
Federated Hermes Capital Income C
Price$9.45
Change+$0.18 (+1.94%)
VolumeN/A
Net Assets677.83M
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
CAPCX vs HBLVX Comparison Chart in %
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CAPCX vs. HBLVX commentary
Feb 05, 2026
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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. CAPCX (678M). HBLVX pays higher dividends than CAPCX: HBLVX (3.46) vs CAPCX (2.83). CAPCX was incepted earlier than HBLVX: CAPCX (33 years) vs HBLVX (11 years). CAPCX (1.85) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 90.00 vs. CAPCX (31.00). HBLVX has a lower initial minimum investment than CAPCX: HBLVX (0) vs CAPCX (1500). CAPCX annual gain was more profitable for investors over the last year : 9.93 vs. HBLVX (6.46). CAPCX return over 5 years is better than : 25.19 vs. HBLVX (13.00).
| CAPCX | HBLVX | CAPCX / HBLVX | |
| Total Expense Ratio | 1.73 | 0.56 | 309% |
| Annual Report Gross Expense Ratio | 1.85 | 0.56 | 330% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 1.085 | 2.097 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 678M | 11.6B | 6% |
| Annual Yield % from dividends | 2.83 | 3.46 | 82% |
| Returns for 1 year | 9.93 | 6.46 | 154% |
| Returns for 3 years | 29.13 | 16.82 | 173% |
| Returns for 5 years | 25.19 | 13.00 | 194% |
| Returns for 10 years | 71.76 | 56.73 | 126% |
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