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CAPFX vs HBLTX
CAPFX vs HBLTX Comparison
Open Charts CAPFX vs HBLTX
Federated Hermes Capital Income F
Price$9.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets678.6M
Hartford Balanced Income R5
Price$14.92
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.64B
CAPFX vs HBLTX Comparison Chart in %
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CAPFX vs. HBLTX commentary
Jan 15, 2026
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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. CAPFX (679M). CAPFX (3.59) and HBLTX (3.45) have matching dividends . CAPFX was incepted earlier than HBLTX: CAPFX (30 years) vs HBLTX (16 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 : 12.65 vs. HBLTX (8.50). CAPFX return over 5 years is better than : 30.88 vs. HBLTX (11.63).
| CAPFX | HBLTX | CAPFX / HBLTX | |
| Total Expense Ratio | 0.90 | 0.66 | 136% |
| Annual Report Gross Expense Ratio | 1.10 | 0.66 | 167% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 0.963 | 1.774 | 54% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 679M | 11.6B | 6% |
| Annual Yield % from dividends | 3.59 | 3.45 | 104% |
| Returns for 1 year | 12.65 | 8.50 | 149% |
| Returns for 3 years | 32.87 | 16.21 | 203% |
| Returns for 5 years | 30.88 | 11.63 | 265% |
| Returns for 10 years | 86.44 | 56.23 | 154% |
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