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CAPSX vs HBLVX
CAPSX vs HBLVX Comparison
Open Charts CAPSX vs HBLVX
Federated Hermes Capital Income IS
Price$9.36
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets675.18M
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
CAPSX vs HBLVX Comparison Chart in %
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CAPSX vs. HBLVX 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 CAPSX is a Buy and HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. CAPSX (675M). CAPSX pays higher dividends than HBLVX: CAPSX (3.79) vs HBLVX (3.48). CAPSX was incepted earlier than HBLVX: CAPSX (14 years) vs HBLVX (11 years). CAPSX (0.85) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. CAPSX (31.00). HBLVX has a lower initial minimum investment than CAPSX: HBLVX (0) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 8.71 vs. HBLVX (3.03). CAPSX return over 5 years is better than : 33.34 vs. HBLVX (14.48).
| CAPSX | HBLVX | CAPSX / HBLVX | |
| Total Expense Ratio | 0.64 | 0.56 | 114% |
| Annual Report Gross Expense Ratio | 0.85 | 0.56 | 152% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 10.793 | 10.205 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 11.8B | 6% |
| Annual Yield % from dividends | 3.79 | 3.48 | 109% |
| Returns for 1 year | 8.71 | 3.03 | 287% |
| Returns for 3 years | 32.45 | 16.01 | 203% |
| Returns for 5 years | 33.34 | 14.48 | 230% |
| Returns for 10 years | 75.80 | 49.92 | 152% |
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