Interact to see
Advertisement
Advertisement
CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$9.11
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets670.62M
Hartford Balanced Income A
Price$14.80
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.84B
CAPRX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPRX vs. HBLAX commentary
Aug 10, 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: 11.8B vs. CAPRX (671M). HBLAX (3.35) and CAPRX (3.20) 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 : 11.44 vs. HBLAX (4.82). CAPRX return over 5 years is better than : 34.77 vs. HBLAX (13.45).
| 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 | 6.705 | 6.187 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 671M | 11.8B | 6% |
| Annual Yield % from dividends | 3.20 | 3.35 | 95% |
| Returns for 1 year | 11.44 | 4.82 | 237% |
| Returns for 3 years | 25.58 | 12.55 | 204% |
| Returns for 5 years | 34.77 | 13.45 | 259% |
| Returns for 10 years | 58.23 | 40.68 | 143% |