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CAPRX vs HBLSX
CAPRX vs HBLSX Comparison
Open Charts CAPRX vs HBLSX
Federated Hermes Capital Income R
Price$9.29
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets681.63M
Hartford Balanced Income R4
Price$15.22
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.96B
CAPRX vs HBLSX Comparison Chart in %
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CAPRX vs. HBLSX commentary
Sep 18, 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 StrongBuy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. CAPRX (682M). HBLSX (3.17) and CAPRX (3.15) 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 : 9.46 vs. HBLSX (2.35). CAPRX return over 5 years is better than : 37.92 vs. HBLSX (16.25).
| 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 | 9.368 | 8.449 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 12B | 6% |
| Annual Yield % from dividends | 3.15 | 3.17 | 99% |
| Returns for 1 year | 9.46 | 2.35 | 403% |
| Returns for 3 years | 33.60 | 18.88 | 178% |
| Returns for 5 years | 37.92 | 16.25 | 233% |
| Returns for 10 years | 67.82 | 47.35 | 143% |
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