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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$9.42
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets677.07M
Hartford Balanced Income Y
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
CAPFX vs HBLYX Comparison Chart in %
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CAPFX vs. HBLYX commentary
Dec 27, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. CAPFX (677M). CAPFX pays higher dividends than HBLYX: CAPFX (3.56) vs HBLYX (3.38). CAPFX was incepted earlier than HBLYX: CAPFX (30 years) vs HBLYX (19 years). CAPFX (1.10) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPFX (31.00). CAPFX has a lower initial minimum investment than HBLYX: CAPFX (1500) vs HBLYX (250000). CAPFX annual gain was more profitable for investors over the last year : 11.13 vs. HBLYX (6.64). CAPFX return over 5 years is better than : 32.02 vs. HBLYX (11.25).
| CAPFX | HBLYX | CAPFX / HBLYX | |
| Total Expense Ratio | 0.90 | 0.67 | 134% |
| Annual Report Gross Expense Ratio | 1.10 | 0.67 | 164% |
| Fund Existence | 30 years | 19 years | - |
| Gain YTD | 11.887 | 7.050 | 169% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 11.7B | 6% |
| Annual Yield % from dividends | 3.56 | 3.38 | 105% |
| Returns for 1 year | 11.13 | 6.64 | 168% |
| Returns for 3 years | 35.68 | 18.62 | 192% |
| Returns for 5 years | 32.02 | 11.25 | 285% |
| Returns for 10 years | 76.41 | 48.63 | 157% |
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