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CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$8.65
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income A
Price$14.51
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets11.95B
CAPRX vs HBLAX Comparison Chart
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CAPRX vs. HBLAX commentary
Apr 03, 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: 12B vs. CAPRX (654M). HBLAX (3.37) and CAPRX (3.25) 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 : 5.86 vs. HBLAX (4.31). CAPRX return over 5 years is better than : 49.53 vs. HBLAX (28.39).
| 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 | -0.156 | 2.946 | -5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 3.25 | 3.37 | 96% |
| Returns for 1 year | 5.86 | 4.31 | 136% |
| Returns for 3 years | 10.09 | 3.91 | 258% |
| Returns for 5 years | 49.53 | 28.39 | 174% |
| Returns for 10 years | 45.12 | 34.49 | 131% |
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