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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$8.65
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets654.04M
Hartford Balanced Income R4
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.95B
CAPRX vs HBLSX Comparison Chart
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CAPRX vs. HBLSX 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 Hold and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. CAPRX (654M). HBLSX (3.26) and CAPRX (3.25) 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 : 6.73 vs. HBLSX (4.26). CAPRX return over 5 years is better than : 51.38 vs. HBLSX (28.09).
| 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 | 0.192 | 2.968 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 12B | 5% |
| Annual Yield % from dividends | 3.25 | 3.26 | 100% |
| Returns for 1 year | 6.73 | 4.26 | 158% |
| Returns for 3 years | 10.47 | 3.68 | 285% |
| Returns for 5 years | 51.38 | 28.09 | 183% |
| Returns for 10 years | 45.63 | 34.06 | 134% |
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