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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$9.11
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets670.62M
Hartford Balanced Income R4
Price$14.89
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.84B
CAPRX vs HBLSX Comparison Chart in %
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CAPRX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. CAPRX (671M). HBLSX (3.24) and CAPRX (3.20) have matching dividends . CAPRX was incepted earlier than HBLSX: CAPRX (12 years) vs HBLSX (15 years). CAPRX (1.34) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. CAPRX (31.00). CAPRX (0) and HBLSX (0) have matching initial minimum investment requirements. CAPRX annual gain was more profitable for investors over the last year : 11.44 vs. HBLSX (4.76). CAPRX return over 5 years is better than : 34.77 vs. HBLSX (13.05).
| CAPRX | HBLSX | CAPRX / HBLSX | |
| Total Expense Ratio | 1.14 | 0.96 | 119% |
| Annual Report Gross Expense Ratio | 1.34 | 0.96 | 140% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 6.705 | 6.167 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 11.8B | 6% |
| Annual Yield % from dividends | 3.20 | 3.24 | 99% |
| Returns for 1 year | 11.44 | 4.76 | 240% |
| Returns for 3 years | 25.58 | 12.32 | 208% |
| Returns for 5 years | 34.77 | 13.05 | 266% |
| Returns for 10 years | 58.23 | 40.06 | 145% |