Interact to see
Advertisement
Advertisement
CAPRX vs HBLAX
CAPRX vs HBLAX Comparison
Open Charts CAPRX vs HBLAX
Federated Hermes Capital Income R
Price$9.29
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets681.63M
Hartford Balanced Income A
Price$15.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
CAPRX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPRX vs. HBLAX commentary
Sep 18, 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 StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. CAPRX (682M). HBLAX (3.28) and CAPRX (3.15) 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 : 9.46 vs. HBLAX (2.39). CAPRX return over 5 years is better than : 37.92 vs. HBLAX (16.68).
| 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 | 9.368 | 8.483 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 682M | 12B | 6% |
| Annual Yield % from dividends | 3.15 | 3.28 | 96% |
| Returns for 1 year | 9.46 | 2.39 | 396% |
| Returns for 3 years | 33.60 | 19.15 | 175% |
| Returns for 5 years | 37.92 | 16.68 | 227% |
| Returns for 10 years | 67.82 | 47.92 | 142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers