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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$8.67
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets650.32M
Hartford Balanced Income R4
Price$14.38
Change-$0.07 (-0.48%)
VolumeN/A
Net Assets11.71B
CAPRX vs HBLSX Comparison Chart
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CAPRX vs. HBLSX commentary
May 15, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. CAPRX (650M). CAPRX (3.31) and HBLSX (3.30) 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 : 6.88 vs. HBLSX (3.05). CAPRX return over 5 years is better than : 40.94 vs. HBLSX (20.06).
| 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 | 0.570 | 2.473 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 11.7B | 6% |
| Annual Yield % from dividends | 3.31 | 3.30 | 100% |
| Returns for 1 year | 6.88 | 3.05 | 226% |
| Returns for 3 years | 18.27 | 9.02 | 202% |
| Returns for 5 years | 40.94 | 20.06 | 204% |
| Returns for 10 years | 44.78 | 32.06 | 140% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DSL | 12.28 | 0.08 | +0.66% |
| DOUBLELINE Income SOLUTIONS FUND | |||
| CNYAUD | 0.22 | N/A | N/A |
| China Yuan - Australian Dollar | |||
| AUDUSD | 0.64 | N/A | N/A |
| Australian Dollar - United States Dollar | |||
| GBPHKD | 10.27 | N/A | N/A |
| United Kingdom Pound - Hong Kong Dollar | |||
| JPYUSD | 0.01 | -0.00 | -1.67% |
| Japan Yen - United States Dollar | |||