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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$9.43
Change+$0.18 (+1.95%)
VolumeN/A
Net Assets677.83M
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
CAPFX vs HBLYX Comparison Chart in %
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CAPFX vs. HBLYX commentary
Feb 04, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. CAPFX (678M). CAPFX pays higher dividends than HBLYX: CAPFX (3.62) vs HBLYX (3.36). CAPFX was incepted earlier than HBLYX: CAPFX (30 years) vs HBLYX (20 years). CAPFX (1.10) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 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 : 10.67 vs. HBLYX (6.41). CAPFX return over 5 years is better than : 30.27 vs. HBLYX (12.44).
| 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 | 20 years | - |
| Gain YTD | 1.159 | 2.096 | 55% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 678M | 11.6B | 6% |
| Annual Yield % from dividends | 3.62 | 3.36 | 108% |
| Returns for 1 year | 10.67 | 6.41 | 166% |
| Returns for 3 years | 32.16 | 16.50 | 195% |
| Returns for 5 years | 30.27 | 12.44 | 243% |
| Returns for 10 years | 84.90 | 55.68 | 152% |
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