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CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$8.90
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets683.28M
Hartford Balanced Income A
Price$14.54
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
CAPRX vs HBLAX Comparison Chart
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CAPRX vs. HBLAX commentary
Jan 31, 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: 12.1B vs. CAPRX (683M). HBLAX pays higher dividends than CAPRX: HBLAX (3.35) vs CAPRX (3.19). CAPRX was incepted earlier than HBLAX: CAPRX (12 years) vs HBLAX (19 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). 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 : 12.68 vs. HBLAX (5.95). CAPRX return over 5 years is better than : 30.71 vs. HBLAX (9.67).
| CAPRX | HBLAX | CAPRX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 2.552 | 2.116 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 683M | 12.1B | 6% |
| Annual Yield % from dividends | 3.19 | 3.35 | 95% |
| Returns for 1 year | 12.68 | 5.95 | 213% |
| Returns for 3 years | 11.64 | 1.44 | 808% |
| Returns for 5 years | 30.71 | 9.67 | 318% |
| Returns for 10 years | 50.56 | 34.47 | 147% |
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