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CAPSX vs HBLCX
CAPSX vs HBLCX Comparison
Open Charts CAPSX vs HBLCX
Federated Hermes Capital Income IS
Price$9.46
Change+$0.18 (+1.94%)
VolumeN/A
Net Assets677.83M
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
CAPSX vs HBLCX Comparison Chart in %
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CAPSX vs. HBLCX 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 CAPSX is a Hold and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. CAPSX (678M). CAPSX pays higher dividends than HBLCX: CAPSX (3.86) vs HBLCX (2.51). CAPSX was incepted earlier than HBLCX: CAPSX (14 years) vs HBLCX (20 years). HBLCX (1.64) is less costly to investors than CAPSX (0.85). HBLCX is a more actively managed with annual turnover of: 90.00 vs. CAPSX (31.00). HBLCX has a lower initial minimum investment than CAPSX: HBLCX (2000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 11.03 vs. HBLCX (5.20). CAPSX return over 5 years is better than : 32.02 vs. HBLCX (6.53).
| CAPSX | HBLCX | CAPSX / HBLCX | |
| Total Expense Ratio | 0.64 | 1.64 | 39% |
| Annual Report Gross Expense Ratio | 0.85 | 1.64 | 52% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 1.286 | 2.034 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 678M | 11.6B | 6% |
| Annual Yield % from dividends | 3.86 | 2.51 | 154% |
| Returns for 1 year | 11.03 | 5.20 | 212% |
| Returns for 3 years | 33.22 | 12.82 | 259% |
| Returns for 5 years | 32.02 | 6.53 | 490% |
| Returns for 10 years | 89.59 | 41.23 | 217% |
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