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CAPCX vs HBLRX
CAPCX vs HBLRX Comparison
Open Charts CAPCX vs HBLRX
Federated Hermes Capital Income C
Price$8.44
Change+$0.06 (+0.72%)
VolumeN/A
Net Assets631.35M
Hartford Balanced Income R3
Price$14.29
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
CAPCX vs HBLRX Comparison Chart
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CAPCX vs. HBLRX commentary
Apr 25, 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 CAPCX is a Buy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.5B vs. CAPCX (631M). HBLRX pays higher dividends than CAPCX: HBLRX (2.96) vs CAPCX (2.48). CAPCX was incepted earlier than HBLRX: CAPCX (32 years) vs HBLRX (15 years). CAPCX (1.85) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. CAPCX (31.00). HBLRX has a lower initial minimum investment than CAPCX: HBLRX (0) vs CAPCX (1500). CAPCX annual gain was more profitable for investors over the last year : 4.52 vs. HBLRX (2.79). CAPCX return over 5 years is better than : 32.41 vs. HBLRX (14.41).
| CAPCX | HBLRX | CAPCX / HBLRX | |
| Total Expense Ratio | 1.73 | 1.28 | 135% |
| Annual Report Gross Expense Ratio | 1.85 | 1.28 | 145% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -2.806 | 0.138 | -2,030% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 631M | 11.5B | 5% |
| Annual Yield % from dividends | 2.48 | 2.96 | 84% |
| Returns for 1 year | 4.52 | 2.79 | 162% |
| Returns for 3 years | 8.42 | 3.34 | 252% |
| Returns for 5 years | 32.41 | 14.41 | 225% |
| Returns for 10 years | 31.47 | 25.70 | 122% |
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