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CAPSX vs HBLVX
CAPSX vs HBLVX Comparison
Open Charts CAPSX vs HBLVX
Federated Hermes Capital Income IS
Price$9.45
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets677.19M
Hartford Balanced Income R6
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
CAPSX vs HBLVX Comparison Chart in %
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CAPSX vs. HBLVX 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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. CAPSX (677M). 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 : 11.48 vs. HBLVX (6.75). CAPSX return over 5 years is better than : 33.92 vs. HBLVX (11.85).
| 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 | 12.339 | 7.134 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 11.7B | 6% |
| Annual Yield % from dividends | 3.79 | 3.48 | 109% |
| Returns for 1 year | 11.48 | 6.75 | 170% |
| Returns for 3 years | 37.27 | 19.01 | 196% |
| Returns for 5 years | 33.92 | 11.85 | 286% |
| Returns for 10 years | 80.14 | 49.69 | 161% |
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