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CAPFX vs HBLCX
CAPFX vs HBLCX Comparison
Open Charts CAPFX vs HBLCX
Federated Hermes Capital Income F
Price$9.24
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets673.18M
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
CAPFX vs HBLCX Comparison Chart in %
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CAPFX vs. HBLCX commentary
Oct 19, 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 CAPFX is a Buy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. CAPFX (673M). CAPFX pays higher dividends than HBLCX: CAPFX (3.39) vs HBLCX (2.58). CAPFX was incepted earlier than HBLCX: CAPFX (29 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than CAPFX (1.10). HBLCX is a more actively managed with annual turnover of: 61.00 vs. CAPFX (31.00). CAPFX has a lower initial minimum investment than HBLCX: CAPFX (1500) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to CAPFX: HBLCX (2000) vs CAPFX (250). CAPFX annual gain was more profitable for investors over the last year : 8.53 vs. HBLCX (1.35). CAPFX return over 5 years is better than : 36.54 vs. HBLCX (11.49).
| CAPFX | HBLCX | CAPFX / HBLCX | |
| Total Expense Ratio | 0.90 | 1.64 | 55% |
| Annual Report Gross Expense Ratio | 1.10 | 1.64 | 67% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 9.487 | 8.089 | 117% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 673M | 11.8B | 6% |
| Annual Yield % from dividends | 3.39 | 2.58 | 131% |
| Returns for 1 year | 8.53 | 1.35 | 634% |
| Returns for 3 years | 38.52 | 21.22 | 182% |
| Returns for 5 years | 36.54 | 11.49 | 318% |
| Returns for 10 years | 68.35 | 35.29 | 194% |
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