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CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$9.20
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets665.5M
Hartford Balanced Income A
Price$14.99
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
CAPRX vs HBLAX Comparison Chart in %
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CAPRX vs. HBLAX commentary
Nov 20, 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 Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. CAPRX (666M). CAPRX (3.45) 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 : 8.63 vs. HBLAX (2.80). CAPRX return over 5 years is better than : 31.42 vs. HBLAX (12.35).
| 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 | 8.913 | 8.289 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 666M | 11.6B | 6% |
| Annual Yield % from dividends | 3.45 | 3.29 | 105% |
| Returns for 1 year | 8.63 | 2.80 | 308% |
| Returns for 3 years | 32.08 | 16.34 | 196% |
| Returns for 5 years | 31.42 | 12.35 | 254% |
| Returns for 10 years | 66.31 | 43.01 | 154% |
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