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CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$8.91
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets658.94M
Hartford Balanced Income A
Price$14.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.76B
CAPRX vs HBLAX Comparison Chart in %
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CAPRX vs. HBLAX commentary
Jun 28, 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: 11.8B vs. CAPRX (659M). HBLAX (3.37) and CAPRX (3.27) 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 : 9.23 vs. HBLAX (5.56). CAPRX return over 5 years is better than : 39.92 vs. HBLAX (18.62).
| 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 | 4.099 | 4.896 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 659M | 11.8B | 6% |
| Annual Yield % from dividends | 3.27 | 3.37 | 97% |
| Returns for 1 year | 9.23 | 5.56 | 166% |
| Returns for 3 years | 26.74 | 15.70 | 170% |
| Returns for 5 years | 39.92 | 18.62 | 214% |
| Returns for 10 years | 53.97 | 40.01 | 135% |
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