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CAPSX vs HBLFX
CAPSX vs HBLFX Comparison
Open Charts CAPSX vs HBLFX
Federated Hermes Capital Income IS
Price$9.44
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets677.07M
Hartford Balanced Income F
Price$14.76
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
CAPSX vs HBLFX Comparison Chart in %
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CAPSX vs. HBLFX 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 CAPSX is a Hold and HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. CAPSX (677M). CAPSX pays higher dividends than HBLFX: CAPSX (3.79) vs HBLFX (3.53). CAPSX was incepted earlier than HBLFX: CAPSX (14 years) vs HBLFX (9 years). CAPSX (0.85) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. CAPSX (31.00). CAPSX (1000000) and HBLFX (1000000) have matching initial minimum investment requirements. CAPSX annual gain was more profitable for investors over the last year : 11.49 vs. HBLFX (6.71). CAPSX return over 5 years is better than : 33.78 vs. HBLFX (11.58).
| CAPSX | HBLFX | CAPSX / HBLFX | |
| Total Expense Ratio | 0.64 | 0.56 | 114% |
| Annual Report Gross Expense Ratio | 0.85 | 0.56 | 152% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 12.220 | 7.026 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 11.7B | 6% |
| Annual Yield % from dividends | 3.79 | 3.53 | 107% |
| Returns for 1 year | 11.49 | 6.71 | 171% |
| Returns for 3 years | 36.76 | 18.39 | 200% |
| Returns for 5 years | 33.78 | 11.58 | 292% |
| Returns for 10 years | 80.66 | N/A | - |
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