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CAPCX vs HBLYX
CAPCX vs HBLYX Comparison
Open Charts CAPCX vs HBLYX
Federated Hermes Capital Income C
Price$9.35
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets675.18M
Hartford Balanced Income Y
Price$15.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.69B
CAPCX vs HBLYX Comparison Chart in %
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CAPCX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. CAPCX (675M). HBLYX pays higher dividends than CAPCX: HBLYX (3.38) vs CAPCX (2.77). CAPCX was incepted earlier than HBLYX: CAPCX (33 years) vs HBLYX (19 years). CAPCX (1.85) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). CAPCX has a lower initial minimum investment than HBLYX: CAPCX (1500) vs HBLYX (250000). CAPCX annual gain was more profitable for investors over the last year : 7.63 vs. HBLYX (2.92). CAPCX return over 5 years is better than : 26.43 vs. HBLYX (13.86).
| CAPCX | HBLYX | CAPCX / HBLYX | |
| Total Expense Ratio | 1.73 | 0.67 | 258% |
| Annual Report Gross Expense Ratio | 1.85 | 0.67 | 276% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 9.801 | 10.118 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.7B | 6% |
| Annual Yield % from dividends | 2.77 | 3.38 | 82% |
| Returns for 1 year | 7.63 | 2.92 | 261% |
| Returns for 3 years | 28.51 | 15.62 | 182% |
| Returns for 5 years | 26.43 | 13.86 | 191% |
| Returns for 10 years | 59.67 | 48.85 | 122% |
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