Interact to see
Advertisement
Advertisement
CAPFX vs HBLIX
CAPFX vs HBLIX Comparison
Open Charts CAPFX vs HBLIX
Federated Hermes Capital Income F
Price$9.41
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets677.07M
Hartford Balanced Income I
Price$14.75
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
CAPFX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPFX vs. HBLIX commentary
Dec 26, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. CAPFX (677M). CAPFX (3.56) and HBLIX (3.45) have matching dividends . CAPFX was incepted earlier than HBLIX: CAPFX (30 years) vs HBLIX (16 years). CAPFX (1.10) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. CAPFX (31.00). CAPFX has a lower initial minimum investment than HBLIX: CAPFX (1500) vs HBLIX (2000). CAPFX annual gain was more profitable for investors over the last year : 11.13 vs. HBLIX (6.69). CAPFX return over 5 years is better than : 32.02 vs. HBLIX (11.06).
| CAPFX | HBLIX | CAPFX / HBLIX | |
| Total Expense Ratio | 0.90 | 0.65 | 138% |
| Annual Report Gross Expense Ratio | 1.10 | 0.65 | 169% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 11.887 | 6.881 | 173% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 2000 | 75% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 11.7B | 6% |
| Annual Yield % from dividends | 3.56 | 3.45 | 103% |
| Returns for 1 year | 11.13 | 6.69 | 166% |
| Returns for 3 years | 35.68 | 18.10 | 197% |
| Returns for 5 years | 32.02 | 11.06 | 289% |
| Returns for 10 years | 76.41 | 47.71 | 160% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement