Interact to see
Advertisement
Advertisement
CAPSX vs HBLVX
CAPSX vs HBLVX Comparison
Open Charts CAPSX vs HBLVX
Federated Hermes Capital Income IS
Price$9.27
Change-$0.07 (-0.75%)
VolumeN/A
Net Assets669.75M
Hartford Balanced Income R6
Price$15.31
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
CAPSX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPSX vs. HBLVX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. CAPSX (670M). CAPSX pays higher dividends than HBLVX: CAPSX (3.79) vs HBLVX (3.54). 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 : 10.17 vs. HBLVX (4.04). CAPSX return over 5 years is better than : 36.27 vs. HBLVX (16.16).
| 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 | 11.031 | 9.920 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 11.7B | 6% |
| Annual Yield % from dividends | 3.79 | 3.54 | 107% |
| Returns for 1 year | 10.17 | 4.04 | 252% |
| Returns for 3 years | 35.80 | 19.82 | 181% |
| Returns for 5 years | 36.27 | 16.16 | 224% |
| Returns for 10 years | 77.73 | 51.66 | 150% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PYT | 23.30 | 0.20 | +0.85% |
| Merrill Lynch Depositor PPLUS Floating Rate Call TR Cert Ser GSC-2(Goldman Sachs) | |||
| USXF | 58.14 | 0.32 | +0.55% |
| iShares® ESG Advanced MSCI USA ETF | |||
| DECZ | 41.57 | 0.01 | +0.03% |
| TrueShares Structured Outcome Dec ETF | |||
| CORO | 31.25 | N/A | N/A |
| iShares International Country Rot ActETF | |||
| FEMB | 29.61 | -0.12 | -0.40% |
| First Trust Emerging Mkts Lcl Ccy Bd ETF | |||