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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$9.33
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets675.18M
Hartford Balanced Income Y
Price$15.53
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
CAPFX vs HBLYX Comparison Chart in %
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CAPFX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPFX (675M). 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 : 8.47 vs. HBLYX (2.92). CAPFX return over 5 years is better than : 31.56 vs. HBLYX (13.86).
| 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 | 10.579 | 10.118 | 105% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 11.8B | 6% |
| Annual Yield % from dividends | 3.56 | 3.38 | 105% |
| Returns for 1 year | 8.47 | 2.92 | 290% |
| Returns for 3 years | 31.53 | 15.62 | 202% |
| Returns for 5 years | 31.56 | 13.86 | 228% |
| Returns for 10 years | 71.84 | 48.85 | 147% |
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