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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$8.82
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets681.38M
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
CAPRX vs HBLSX Comparison Chart
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CAPRX vs. HBLSX commentary
Jan 19, 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: 12.1B vs. CAPRX (681M). 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 : 12.48 vs. HBLSX (5.93). CAPRX return over 5 years is better than : 27.41 vs. HBLSX (7.95).
| 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 | 1.379 | 1.403 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 12.1B | 6% |
| Annual Yield % from dividends | 3.19 | 3.25 | 98% |
| Returns for 1 year | 12.48 | 5.93 | 211% |
| Returns for 3 years | 9.67 | 0.23 | 4,294% |
| Returns for 5 years | 27.41 | 7.95 | 345% |
| Returns for 10 years | 49.42 | 33.07 | 149% |
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