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CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$8.67
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets650.32M
Hartford Balanced Income A
Price$14.30
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets11.71B
CAPRX vs HBLAX Comparison Chart
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CAPRX vs. HBLAX commentary
May 15, 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 CAPRX is a Buy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. CAPRX (650M). HBLAX (3.41) and CAPRX (3.31) have matching dividends . CAPRX was incepted earlier than HBLAX: CAPRX (12 years) vs HBLAX (19 years). CAPRX (1.34) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. CAPRX (31.00). CAPRX has a lower initial minimum investment than HBLAX: CAPRX (0) vs HBLAX (2000). CAPRX annual gain was more profitable for investors over the last year : 6.88 vs. HBLAX (3.16). CAPRX return over 5 years is better than : 40.94 vs. HBLAX (20.39).
| CAPRX | HBLAX | CAPRX / HBLAX | |
| Total Expense Ratio | 1.14 | 0.89 | 128% |
| Annual Report Gross Expense Ratio | 1.34 | 0.89 | 151% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 0.570 | 2.448 | 23% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 650M | 11.7B | 6% |
| Annual Yield % from dividends | 3.31 | 3.41 | 97% |
| Returns for 1 year | 6.88 | 3.16 | 218% |
| Returns for 3 years | 18.27 | 9.29 | 197% |
| Returns for 5 years | 40.94 | 20.39 | 201% |
| Returns for 10 years | 44.78 | 32.47 | 138% |
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