Interact to see
Advertisement
Advertisement
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 Assets678.17M
Hartford Balanced Income R4
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
CAPRX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPRX vs. HBLSX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. CAPRX (678M). CAPRX (3.30) and HBLSX (3.18) 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 : 10.01 vs. HBLSX (3.31). CAPRX return over 5 years is better than : 36.42 vs. HBLSX (16.30).
| 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 | 9.728 | 9.028 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 11.9B | 6% |
| Annual Yield % from dividends | 3.30 | 3.18 | 104% |
| Returns for 1 year | 10.01 | 3.31 | 303% |
| Returns for 3 years | 39.64 | 24.78 | 160% |
| Returns for 5 years | 36.42 | 16.30 | 223% |
| Returns for 10 years | 67.38 | 45.99 | 147% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers