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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$9.20
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets665.5M
Hartford Balanced Income R4
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
CAPRX vs HBLSX Comparison Chart in %
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CAPRX vs. HBLSX commentary
Nov 20, 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 Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. CAPRX (666M). CAPRX pays higher dividends than HBLSX: CAPRX (3.45) vs HBLSX (3.19). 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 : 8.63 vs. HBLSX (2.69). CAPRX return over 5 years is better than : 31.42 vs. HBLSX (11.95).
| 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 | 8.913 | 8.238 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 11.6B | 6% |
| Annual Yield % from dividends | 3.45 | 3.19 | 108% |
| Returns for 1 year | 8.63 | 2.69 | 321% |
| Returns for 3 years | 32.08 | 16.10 | 199% |
| Returns for 5 years | 31.42 | 11.95 | 263% |
| Returns for 10 years | 66.31 | 42.34 | 157% |
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