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CAPFX vs HBLFX
CAPFX vs HBLFX Comparison
Open Charts CAPFX vs HBLFX
Federated Hermes Capital Income F
Price$9.33
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets675.18M
Hartford Balanced Income F
Price$15.30
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
CAPFX vs HBLFX Comparison Chart in %
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CAPFX vs. HBLFX 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 CAPFX is a Buy and HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. CAPFX (675M). CAPFX (3.56) and HBLFX (3.53) have matching dividends . CAPFX was incepted earlier than HBLFX: CAPFX (30 years) vs HBLFX (9 years). CAPFX (1.10) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. CAPFX (31.00). CAPFX has a lower initial minimum investment than HBLFX: CAPFX (1500) vs HBLFX (1000000). CAPFX annual gain was more profitable for investors over the last year : 8.47 vs. HBLFX (2.94). CAPFX return over 5 years is better than : 31.56 vs. HBLFX (14.32).
| CAPFX | HBLFX | CAPFX / HBLFX | |
| Total Expense Ratio | 0.90 | 0.56 | 161% |
| Annual Report Gross Expense Ratio | 1.10 | 0.56 | 196% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 10.579 | 10.216 | 104% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.8B | 6% |
| Annual Yield % from dividends | 3.56 | 3.53 | 101% |
| Returns for 1 year | 8.47 | 2.94 | 288% |
| Returns for 3 years | 31.53 | 15.87 | 199% |
| Returns for 5 years | 31.56 | 14.32 | 220% |
| Returns for 10 years | 71.84 | N/A | - |
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