Interact to see
Advertisement
Advertisement
CAPSX vs HBLYX
CAPSX vs HBLYX Comparison
Open Charts CAPSX vs HBLYX
Federated Hermes Capital Income IS
Price$9.26
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets673.18M
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
CAPSX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPSX vs. HBLYX commentary
Oct 21, 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CAPSX (673M). CAPSX pays higher dividends than HBLYX: CAPSX (3.63) vs HBLYX (3.44). CAPSX was incepted earlier than HBLYX: CAPSX (14 years) vs HBLYX (19 years). CAPSX (0.85) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CAPSX (31.00). HBLYX has a lower initial minimum investment than CAPSX: HBLYX (250000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 8.80 vs. HBLYX (2.51). CAPSX return over 5 years is better than : 38.23 vs. HBLYX (17.35).
| CAPSX | HBLYX | CAPSX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.85 | 0.67 | 127% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 9.677 | 9.048 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 11.8B | 6% |
| Annual Yield % from dividends | 3.63 | 3.44 | 106% |
| Returns for 1 year | 8.80 | 2.51 | 350% |
| Returns for 3 years | 39.69 | 25.18 | 158% |
| Returns for 5 years | 38.23 | 17.35 | 220% |
| Returns for 10 years | 72.28 | 48.84 | 148% |
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 % |
| AVMC | 68.59 | 0.27 | +0.39% |
| Avantis U.S. Mid Cap Equity ETF | |||
| HTD | 24.93 | 0.09 | +0.36% |
| John Hancock Tax-Advantaged Dividend Income Fund | |||
| VEA | 60.71 | 0.05 | +0.08% |
| Vanguard FTSE Developed Markets ETF | |||
| GIAX | 17.36 | 0.01 | +0.03% |
| Nicholas Global Equity and Income ETF | |||
| NXN | 11.96 | -0.03 | -0.27% |
| Nuveen NY SEL Tax-Free | |||