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CAPFX vs HBLTX
CAPFX vs HBLTX Comparison
Open Charts CAPFX vs HBLTX
Federated Hermes Capital Income F
Price$9.32
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets674.03M
Hartford Balanced Income R5
Price$15.27
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.73B
CAPFX vs HBLTX Comparison Chart in %
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CAPFX vs. HBLTX commentary
Nov 14, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. CAPFX (674M). CAPFX (3.56) and HBLTX (3.47) have matching dividends . CAPFX was incepted earlier than HBLTX: CAPFX (29 years) vs HBLTX (15 years). CAPFX (1.10) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. CAPFX (31.00). HBLTX has a lower initial minimum investment than CAPFX: HBLTX (0) vs CAPFX (1500). CAPFX annual gain was more profitable for investors over the last year : 9.92 vs. HBLTX (3.96). CAPFX return over 5 years is better than : 34.60 vs. HBLTX (15.55).
| CAPFX | HBLTX | CAPFX / HBLTX | |
| Total Expense Ratio | 0.90 | 0.66 | 136% |
| Annual Report Gross Expense Ratio | 1.10 | 0.66 | 167% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 10.817 | 9.839 | 110% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 674M | 11.7B | 6% |
| Annual Yield % from dividends | 3.56 | 3.47 | 103% |
| Returns for 1 year | 9.92 | 3.96 | 251% |
| Returns for 3 years | 34.84 | 19.36 | 180% |
| Returns for 5 years | 34.60 | 15.55 | 223% |
| Returns for 10 years | 73.46 | 50.02 | 147% |
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