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CAPFX vs HBLYX
CAPFX vs HBLYX Comparison
Open Charts CAPFX vs HBLYX
Federated Hermes Capital Income F
Price$9.24
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets673.18M
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
CAPFX vs HBLYX Comparison Chart in %
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CAPFX vs. HBLYX commentary
Oct 19, 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 (673M). HBLYX (3.44) and CAPFX (3.39) have matching dividends . CAPFX was incepted earlier than HBLYX: CAPFX (29 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 : 8.53 vs. HBLYX (2.51). CAPFX return over 5 years is better than : 36.54 vs. HBLYX (17.35).
| CAPFX | HBLYX | CAPFX / HBLYX | |
| Total Expense Ratio | 0.90 | 0.67 | 134% |
| Annual Report Gross Expense Ratio | 1.10 | 0.67 | 164% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 9.487 | 9.048 | 105% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 673M | 11.8B | 6% |
| Annual Yield % from dividends | 3.39 | 3.44 | 99% |
| Returns for 1 year | 8.53 | 2.51 | 339% |
| Returns for 3 years | 38.52 | 25.18 | 153% |
| Returns for 5 years | 36.54 | 17.35 | 211% |
| Returns for 10 years | 68.35 | 48.84 | 140% |
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