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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$8.85
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets677.39M
Hartford Balanced Income R4
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
CAPRX vs HBLSX Comparison Chart
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CAPRX vs. HBLSX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. CAPRX (677M). HBLSX (3.25) and CAPRX (3.19) have matching dividends . CAPRX was incepted earlier than HBLSX: CAPRX (12 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. CAPRX (54.00). CAPRX (0) and HBLSX (0) have matching initial minimum investment requirements. CAPRX annual gain was more profitable for investors over the last year : 10.69 vs. HBLSX (6.48). CAPRX return over 5 years is better than : 27.76 vs. HBLSX (8.52).
| CAPRX | HBLSX | CAPRX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 1.976 | 2.945 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 12.1B | 6% |
| Annual Yield % from dividends | 3.19 | 3.25 | 98% |
| Returns for 1 year | 10.69 | 6.48 | 165% |
| Returns for 3 years | 13.58 | 4.38 | 310% |
| Returns for 5 years | 27.76 | 8.52 | 326% |
| Returns for 10 years | 46.93 | 33.13 | 142% |
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