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CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$9.29
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets678.17M
Hartford Balanced Income A
Price$15.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
CAPRX vs HBLAX Comparison Chart in %
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CAPRX vs. HBLAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. CAPRX (678M). CAPRX (3.30) and HBLAX (3.29) 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 : 10.01 vs. HBLAX (3.28). CAPRX return over 5 years is better than : 36.42 vs. HBLAX (16.65).
| 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 | 9.728 | 9.012 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 678M | 11.9B | 6% |
| Annual Yield % from dividends | 3.30 | 3.29 | 100% |
| Returns for 1 year | 10.01 | 3.28 | 305% |
| Returns for 3 years | 39.64 | 25.00 | 159% |
| Returns for 5 years | 36.42 | 16.65 | 219% |
| Returns for 10 years | 67.38 | 46.59 | 145% |
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